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IMA Advisory Services, Inc.: AOR position timeline

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

IMA Advisory Services, Inc. held 27,076 AOR 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 27,076 shares
    Change vs previous 13F +915 shares

    0.12% of the 13F portfolio, value $1,881,805.

    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 26,161 shares
    Change vs previous 13F +699 shares

    0.16% of the 13F portfolio, value $1,683,462.

    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 25,462 shares
    Change vs previous 13F -133 shares

    0.16% of the 13F portfolio, value $1,655,286.

    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 25,595 shares
    Change vs previous 13F -7,627 shares

    0.16% of the 13F portfolio, value $1,627,902.

    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 33,222 shares
    Change vs previous 13F -1,056 shares

    0.22% of the 13F portfolio, value $2,027,450.

    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 34,278 shares
    Change vs previous 13F -224 shares

    0.23% of the 13F portfolio, value $1,957,692.

    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 34,502 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,962,087.

    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).