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Disclosery

IMA Advisory Services, Inc.: EXEL position timeline

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

IMA Advisory Services, Inc. held 90,439 EXEL 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 90,439 shares
    Change vs previous 13F -4,271 shares

    0.31% of the 13F portfolio, value $4,920,786.

    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 94,710 shares
    Change vs previous 13F -4,747 shares

    0.4% of the 13F portfolio, value $4,062,111.

    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 99,457 shares
    Change vs previous 13F -3,180 shares

    0.42% of the 13F portfolio, value $4,359,200.

    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 102,637 shares
    Change vs previous 13F -1,046 shares

    0.43% of the 13F portfolio, value $4,238,908.

    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 103,683 shares
    Change vs previous 13F -1,902 shares

    0.49% of the 13F portfolio, value $4,569,828.

    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 105,585 shares
    Change vs previous 13F -8,351 shares

    0.46% of the 13F portfolio, value $3,898,198.

    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 113,936 shares
    Change vs previous 13F -3,587 shares

    0.46% of the 13F portfolio, value $3,794,069.

    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 117,523 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,049,721.

    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).