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Disclosery

IMA Advisory Services, Inc.: DOCU position timeline

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

IMA Advisory Services, Inc. held 66 DOCU 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 66 shares
    Change vs previous 13F -14,151 shares

    <0.01% of the 13F portfolio, value $2,932.

    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 14,217 shares
    Change vs previous 13F -221 shares

    0.07% of the 13F portfolio, value $674,027.

    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 14,438 shares
    Change vs previous 13F -166 shares

    0.09% of the 13F portfolio, value $987,559.

    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 14,604 shares
    Change vs previous 13F -11 shares

    0.11% of the 13F portfolio, value $1,052,802.

    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 14,615 shares
    Change vs previous 13F +2,143 shares

    0.12% of the 13F portfolio, value $1,138,362.

    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 12,472 shares
    Change vs previous 13F -1,459 shares

    0.12% of the 13F portfolio, value $1,015,220.

    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 13,931 shares
    Change vs previous 13F -334 shares

    0.15% of the 13F portfolio, value $1,252,954.

    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 14,265 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $885,713.

    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).