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Disclosery

IMA Advisory Services, Inc.: CRM position timeline

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

IMA Advisory Services, Inc. held 4,391 CRM 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 4,391 shares
    Change vs previous 13F -1,652 shares

    0.04% of the 13F portfolio, value $689,873.

    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 6,043 shares
    Change vs previous 13F -52 shares

    0.11% of the 13F portfolio, value $1,128,046.

    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 6,095 shares
    Change vs previous 13F -170 shares

    0.16% of the 13F portfolio, value $1,617,161.

    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 6,265 shares
    Change vs previous 13F -72 shares

    0.15% of the 13F portfolio, value $1,487,437.

    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 6,337 shares
    Change vs previous 13F +432 shares

    0.19% of the 13F portfolio, value $1,730,673.

    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 5,905 shares
    Change vs previous 13F -219 shares

    0.19% of the 13F portfolio, value $1,584,665.

    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 6,124 shares
    Change vs previous 13F -50 shares

    0.25% of the 13F portfolio, value $2,049,847.

    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 6,174 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,692,355.

    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).