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Disclosery

IMA Advisory Services, Inc.: FNDX position timeline

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

IMA Advisory Services, Inc. held 192,405 FNDX 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 192,405 shares
    Change vs previous 13F -14,631 shares

    0.37% of the 13F portfolio, value $5,983,801.

    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 207,036 shares
    Change vs previous 13F +4,808 shares

    0.56% of the 13F portfolio, value $5,765,964.

    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 202,228 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,502,623.

    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).