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Disclosery

IMA Advisory Services, Inc.: LITE position timeline

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

IMA Advisory Services, Inc. held 8,791 LITE 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 8,791 shares
    Change vs previous 13F -492 shares

    0.47% of the 13F portfolio, value $7,543,205.

    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 9,283 shares
    Change vs previous 13F -3,452 shares

    0.64% of the 13F portfolio, value $6,523,721.

    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 12,735 shares
    Change vs previous 13F -458 shares

    0.45% of the 13F portfolio, value $4,693,993.

    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 13,193 shares
    Change vs previous 13F -558 shares

    0.22% of the 13F portfolio, value $2,146,633.

    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 13,751 shares
    Change vs previous 13F -565 shares

    0.14% of the 13F portfolio, value $1,307,170.

    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 14,316 shares
    Change vs previous 13F -825 shares

    0.11% of the 13F portfolio, value $892,459.

    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 15,141 shares
    Change vs previous 13F -1,611 shares

    0.15% of the 13F portfolio, value $1,271,087.

    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 16,752 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,061,741.

    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).