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Disclosery

IMA Advisory Services, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMA Advisory Services, Inc. on AAPL, newest first. How the timeline and the estimate are built.

IMA Advisory Services, Inc. held 41,707 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,707 shares
    Change vs previous 13F +1,854 shares

    0.75% of the 13F portfolio, value $12,068,554.

    13F-HR 0001455495-26-000008 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,853 shares
    Change vs previous 13F -754 shares

    0.99% of the 13F portfolio, value $10,114,306.

    13F-HR 0001455495-26-000006 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,607 shares
    Change vs previous 13F +6,718 shares

    1.06% of the 13F portfolio, value $11,039,647.

    13F-HR 0001455495-26-000004 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,889 shares
    Change vs previous 13F +188 shares

    0.87% of the 13F portfolio, value $8,629,327.

    13F-HR 0001455495-25-000010 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,701 shares
    Change vs previous 13F +1,099 shares

    0.74% of the 13F portfolio, value $6,914,531.

    13F-HR 0001455495-25-000008 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,602 shares
    Change vs previous 13F -501 shares

    0.86% of the 13F portfolio, value $7,241,937.

    13F-HR 0001455495-25-000004 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,103 shares
    Change vs previous 13F -625 shares

    1% of the 13F portfolio, value $8,289,682.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,728 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $7,858,770.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).