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Disclosery

IMA Advisory Services, Inc.: QQQ position timeline

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

IMA Advisory Services, Inc. held 4,986 QQQ 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 4,986 shares
    Change vs previous 13F +3,306 shares

    0.23% of the 13F portfolio, value $3,672,806.

    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 1,680 shares
    Change vs previous 13F +110 shares

    0.09% of the 13F portfolio, value $969,661.

    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 1,570 shares
    Change vs previous 13F -1,464 shares

    0.09% of the 13F portfolio, value $964,466.

    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 3,034 shares
    Change vs previous 13F +761 shares

    0.13% of the 13F portfolio, value $1,247,063.

    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 2,273 shares
    Change vs previous 13F -193 shares

    0.13% of the 13F portfolio, value $1,254,961.

    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 2,466 shares
    Change vs previous 13F -140 shares

    0.14% of the 13F portfolio, value $1,158,118.

    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 2,606 shares
    Change vs previous 13F +605 shares

    0.16% of the 13F portfolio, value $1,332,660.

    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 2,001 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $977,947.

    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).