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Disclosery

IMA Advisory Services, Inc.: SCHB position timeline

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

IMA Advisory Services, Inc. held 852,429 SCHB 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 852,429 shares
    Change vs previous 13F -1,461 shares

    1.54% of the 13F portfolio, value $24,686,353.

    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 853,890 shares
    Change vs previous 13F -18,807 shares

    2.09% of the 13F portfolio, value $21,432,663.

    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 872,697 shares
    Change vs previous 13F +41,745 shares

    2.2% of the 13F portfolio, value $22,890,862.

    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 830,952 shares
    Change vs previous 13F -21,229 shares

    2.15% of the 13F portfolio, value $21,363,776.

    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 852,181 shares
    Change vs previous 13F +24,571 shares

    2.18% of the 13F portfolio, value $20,307,473.

    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 827,610 shares
    Change vs previous 13F +7,878 shares

    2.11% of the 13F portfolio, value $17,818,460.

    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 819,732 shares
    Change vs previous 13F +542,326 shares

    2.24% of the 13F portfolio, value $18,607,924.

    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 277,406 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $18,453,078.

    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).