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Disclosery

IMA Advisory Services, Inc.: OTEX position timeline

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

IMA Advisory Services, Inc. held 29,621 OTEX 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 29,621 shares
    Change vs previous 13F -3,150 shares

    0.04% of the 13F portfolio, value $656,105.

    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 32,771 shares
    Change vs previous 13F +1,054 shares

    0.07% of the 13F portfolio, value $728,827.

    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 31,717 shares
    Change vs previous 13F -770 shares

    0.1% of the 13F portfolio, value $1,033,339.

    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 32,487 shares
    Change vs previous 13F +154 shares

    0.12% of the 13F portfolio, value $1,214,364.

    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 32,333 shares
    Change vs previous 13F +2,703 shares

    0.1% of the 13F portfolio, value $944,124.

    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 29,630 shares
    Change vs previous 13F -4,450 shares

    0.09% of the 13F portfolio, value $748,453.

    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 34,080 shares
    Change vs previous 13F +6,866 shares

    0.12% of the 13F portfolio, value $965,146.

    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 27,214 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $905,681.

    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).