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Disclosery

IMA Advisory Services, Inc.: SCHC position timeline

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

IMA Advisory Services, Inc. held 38,184 SCHC 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 38,184 shares
    Change vs previous 13F +7,605 shares

    0.11% of the 13F portfolio, value $1,837,410.

    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 30,579 shares
    Change vs previous 13F +1,209 shares

    0.14% of the 13F portfolio, value $1,429,308.

    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 29,370 shares
    Change vs previous 13F +892 shares

    0.13% of the 13F portfolio, value $1,337,261.

    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 28,478 shares
    Change vs previous 13F +1,346 shares

    0.13% of the 13F portfolio, value $1,296,034.

    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 27,132 shares
    Change vs previous 13F -2 shares

    0.12% of the 13F portfolio, value $1,155,552.

    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 27,134 shares
    Change vs previous 13F +1,204 shares

    0.12% of the 13F portfolio, value $973,567.

    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 25,930 shares
    Change vs previous 13F +1,037 shares

    0.11% of the 13F portfolio, value $890,177.

    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 24,893 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $959,127.

    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).