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Disclosery

IMA Advisory Services, Inc.: SCHF position timeline

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

IMA Advisory Services, Inc. held 508,759 SCHF 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 508,759 shares
    Change vs previous 13F +56,546 shares

    0.88% of the 13F portfolio, value $14,092,644.

    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 452,213 shares
    Change vs previous 13F +31,526 shares

    1.09% of the 13F portfolio, value $11,192,290.

    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 420,687 shares
    Change vs previous 13F +3,263 shares

    0.97% of the 13F portfolio, value $10,113,333.

    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 417,424 shares
    Change vs previous 13F -202 shares

    0.98% of the 13F portfolio, value $9,717,631.

    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 417,626 shares
    Change vs previous 13F -12,562 shares

    0.99% of the 13F portfolio, value $9,229,535.

    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 430,188 shares
    Change vs previous 13F +15,195 shares

    1.01% of the 13F portfolio, value $8,509,118.

    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 414,993 shares
    Change vs previous 13F +210,732 shares

    0.92% of the 13F portfolio, value $7,677,371.

    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 204,261 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $8,399,212.

    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).