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IMA Advisory Services, Inc.: ISRA position timeline

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

IMA Advisory Services, Inc. held 60,147 ISRA 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 60,147 shares
    Change vs previous 13F -1,469 shares

    0.24% of the 13F portfolio, value $3,896,235.

    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 61,616 shares
    Change vs previous 13F +517 shares

    0.36% of the 13F portfolio, value $3,720,503.

    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 61,099 shares
    Change vs previous 13F -13,046 shares

    0.34% of the 13F portfolio, value $3,588,270.

    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 74,145 shares
    Change vs previous 13F -738 shares

    0.41% of the 13F portfolio, value $4,043,894.

    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 74,883 shares
    Change vs previous 13F +386 shares

    0.42% of the 13F portfolio, value $3,877,641.

    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 74,497 shares
    Change vs previous 13F -436 shares

    0.37% of the 13F portfolio, value $3,140,071.

    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 74,933 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,260,941.

    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).