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IMA Advisory Services, Inc.: P position timeline

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

IMA Advisory Services, Inc. held 53,227 P 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 53,227 shares
    Change vs previous 13F +771 shares

    0.26% of the 13F portfolio, value $4,193,755.

    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 52,456 shares
    Change vs previous 13F -27 shares

    0.3% of the 13F portfolio, value $3,097,002.

    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 52,483 shares
    Change vs previous 13F -79 shares

    0.34% of the 13F portfolio, value $3,516,885.

    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 52,562 shares
    Change vs previous 13F -214 shares

    0.44% of the 13F portfolio, value $4,405,221.

    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 52,776 shares
    Change vs previous 13F +2,500 shares

    0.33% of the 13F portfolio, value $3,038,842.

    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 50,276 shares
    Change vs previous 13F +1,212 shares

    0.26% of the 13F portfolio, value $2,225,718.

    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 49,064 shares
    Change vs previous 13F +23,573 shares

    0.36% of the 13F portfolio, value $3,014,002.

    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 25,491 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,280,667.

    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).