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Disclosery

IMA Advisory Services, Inc.: SCHA position timeline

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

IMA Advisory Services, Inc. held 496,630 SCHA 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 496,630 shares
    Change vs previous 13F +12,767 shares

    1.12% of the 13F portfolio, value $17,943,270.

    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 483,863 shares
    Change vs previous 13F +14,236 shares

    1.37% of the 13F portfolio, value $14,070,761.

    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 469,627 shares
    Change vs previous 13F +5,298 shares

    1.28% of the 13F portfolio, value $13,375,003.

    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 464,329 shares
    Change vs previous 13F -6,685 shares

    1.31% of the 13F portfolio, value $12,954,786.

    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 471,014 shares
    Change vs previous 13F +5,124 shares

    1.28% of the 13F portfolio, value $11,916,660.

    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 465,890 shares
    Change vs previous 13F +11,672 shares

    1.29% of the 13F portfolio, value $10,915,807.

    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 454,218 shares
    Change vs previous 13F +230,490 shares

    1.41% of the 13F portfolio, value $11,746,066.

    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 223,728 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $11,522,000.

    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).