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Disclosery

IMA Advisory Services, Inc.: SCHD position timeline

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

IMA Advisory Services, Inc. held 350,749 SCHD 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 350,749 shares
    Change vs previous 13F +103,677 shares

    0.7% of the 13F portfolio, value $11,122,289.

    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 247,072 shares
    Change vs previous 13F -3,320 shares

    0.74% of the 13F portfolio, value $7,580,211.

    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 250,392 shares
    Change vs previous 13F -373,999 shares

    0.66% of the 13F portfolio, value $6,868,265.

    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 624,391 shares
    Change vs previous 13F -2,284,538 shares

    1.72% of the 13F portfolio, value $17,045,888.

    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 2,908,929 shares
    Change vs previous 13F +27,687 shares

    8.26% of the 13F portfolio, value $77,075,840.

    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 2,881,242 shares
    Change vs previous 13F +193,968 shares

    9.55% of the 13F portfolio, value $80,548,422.

    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 2,687,274 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $73,406,937.

    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).