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IMA Advisory Services, Inc.: EFAV position timeline

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

IMA Advisory Services, Inc. held 36,419 EFAV 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 36,419 shares
    Change vs previous 13F -790 shares

    0.2% of the 13F portfolio, value $3,194,312.

    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 37,209 shares
    Change vs previous 13F -2,685 shares

    0.33% of the 13F portfolio, value $3,399,814.

    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 39,894 shares
    Change vs previous 13F -8,125 shares

    0.33% of the 13F portfolio, value $3,440,884.

    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 48,019 shares
    Change vs previous 13F -682 shares

    0.41% of the 13F portfolio, value $4,073,453.

    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 48,701 shares
    Change vs previous 13F +1,542 shares

    0.44% of the 13F portfolio, value $4,093,807.

    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 47,159 shares
    Change vs previous 13F +1,843 shares

    0.44% of the 13F portfolio, value $3,674,664.

    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 45,316 shares
    Change vs previous 13F -96 shares

    0.39% of the 13F portfolio, value $3,204,327.

    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 45,412 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,483,144.

    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).