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Disclosery

IMA Advisory Services, Inc.: FPE position timeline

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

IMA Advisory Services, Inc. held 342,759 FPE 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 342,759 shares
    Change vs previous 13F +1,891 shares

    0.38% of the 13F portfolio, value $6,128,549.

    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 340,868 shares
    Change vs previous 13F +11,099 shares

    0.59% of the 13F portfolio, value $6,050,415.

    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 329,769 shares
    Change vs previous 13F +4,005 shares

    0.58% of the 13F portfolio, value $6,008,391.

    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 325,764 shares
    Change vs previous 13F +607 shares

    0.6% of the 13F portfolio, value $5,941,935.

    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 325,157 shares
    Change vs previous 13F +3,765 shares

    0.62% of the 13F portfolio, value $5,787,795.

    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 321,392 shares
    Change vs previous 13F +121,263 shares

    0.67% of the 13F portfolio, value $5,653,285.

    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 200,129 shares
    Change vs previous 13F +488 shares

    0.43% of the 13F portfolio, value $3,542,283.

    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 199,641 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,613,502.

    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).