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IMA Advisory Services, Inc.: C position timeline

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

IMA Advisory Services, Inc. held 41,549 C 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 41,549 shares
    Change vs previous 13F +679 shares

    0.36% of the 13F portfolio, value $5,815,268.

    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 40,870 shares
    Change vs previous 13F -657 shares

    0.45% of the 13F portfolio, value $4,635,072.

    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 41,527 shares
    Change vs previous 13F -1,106 shares

    0.47% of the 13F portfolio, value $4,845,849.

    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 42,633 shares
    Change vs previous 13F -675 shares

    0.44% of the 13F portfolio, value $4,327,250.

    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 43,308 shares
    Change vs previous 13F +1,936 shares

    0.4% of the 13F portfolio, value $3,686,377.

    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 41,372 shares
    Change vs previous 13F -1,010 shares

    0.35% of the 13F portfolio, value $2,936,998.

    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 42,382 shares
    Change vs previous 13F +1,178 shares

    0.36% of the 13F portfolio, value $2,983,269.

    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 41,204 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,579,370.

    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).