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Disclosery

IMA Advisory Services, Inc.: AVUV position timeline

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

IMA Advisory Services, Inc. held 37,981 AVUV 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 37,981 shares
    Change vs previous 13F +573 shares

    0.3% of the 13F portfolio, value $4,738,620.

    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 37,408 shares
    Change vs previous 13F +1,300 shares

    0.4% of the 13F portfolio, value $4,132,520.

    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 36,108 shares
    Change vs previous 13F +1,633 shares

    0.35% of the 13F portfolio, value $3,682,323.

    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 34,475 shares
    Change vs previous 13F -99 shares

    0.35% of the 13F portfolio, value $3,431,297.

    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 34,574 shares
    Change vs previous 13F +487 shares

    0.34% of the 13F portfolio, value $3,149,691.

    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 34,087 shares
    Change vs previous 13F -387 shares

    0.35% of the 13F portfolio, value $2,971,363.

    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 34,474 shares
    Change vs previous 13F -848 shares

    0.4% of the 13F portfolio, value $3,327,775.

    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 35,322 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,389,146.

    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).