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Disclosery

IMA Advisory Services, Inc.: AVEM position timeline

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

IMA Advisory Services, Inc. held 39,023 AVEM 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 39,023 shares
    Change vs previous 13F +1,567 shares

    0.24% of the 13F portfolio, value $3,765,343.

    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 37,456 shares
    Change vs previous 13F +1,232 shares

    0.29% of the 13F portfolio, value $3,018,223.

    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 36,224 shares
    Change vs previous 13F +1,815 shares

    0.27% of the 13F portfolio, value $2,789,981.

    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 34,409 shares
    Change vs previous 13F -232 shares

    0.26% of the 13F portfolio, value $2,584,460.

    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 34,641 shares
    Change vs previous 13F -23 shares

    0.25% of the 13F portfolio, value $2,374,294.

    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 34,664 shares
    Change vs previous 13F +2,285 shares

    0.25% of the 13F portfolio, value $2,085,732.

    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 32,379 shares
    Change vs previous 13F +38 shares

    0.23% of the 13F portfolio, value $1,903,561.

    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 32,341 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,089,229.

    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).