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Disclosery

IMA Advisory Services, Inc.: ESGV position timeline

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

IMA Advisory Services, Inc. held 349,458 ESGV 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 349,458 shares
    Change vs previous 13F +76,507 shares

    2.89% of the 13F portfolio, value $46,212,405.

    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 272,951 shares
    Change vs previous 13F -30 shares

    2.99% of the 13F portfolio, value $30,644,219.

    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 272,981 shares
    Change vs previous 13F -1,094 shares

    3.17% of the 13F portfolio, value $33,019,838.

    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 274,075 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $32,461,443.

    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).