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Disclosery

IMA Advisory Services, Inc.: LMBS position timeline

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

IMA Advisory Services, Inc. held 149,848 LMBS 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 149,848 shares
    Change vs previous 13F +7,605 shares

    0.47% of the 13F portfolio, value $7,459,463.

    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 142,243 shares
    Change vs previous 13F +3,201 shares

    0.69% of the 13F portfolio, value $7,085,132.

    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 139,042 shares
    Change vs previous 13F +8,237 shares

    0.67% of the 13F portfolio, value $6,950,709.

    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 130,805 shares
    Change vs previous 13F +102 shares

    0.66% of the 13F portfolio, value $6,512,781.

    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 130,703 shares
    Change vs previous 13F -4,619 shares

    0.69% of the 13F portfolio, value $6,438,430.

    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 135,322 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $6,652,429.

    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).