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Disclosery

IMA Advisory Services, Inc.: KO position timeline

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

IMA Advisory Services, Inc. held 7,074 KO 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 7,074 shares
    Change vs previous 13F -1,375 shares

    0.04% of the 13F portfolio, value $578,317.

    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 8,449 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $647,024.

    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 8,444 shares
    Change vs previous 13F +77 shares

    0.06% of the 13F portfolio, value $590,320.

    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 8,367 shares
    Change vs previous 13F +258 shares

    0.06% of the 13F portfolio, value $559,089.

    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 8,109 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $577,847.

    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 8,061 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $581,439.

    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 8,061 shares
    Change vs previous 13F -588 shares

    0.06% of the 13F portfolio, value $501,878.

    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 8,649 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $625,711.

    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).