Skip to content
Disclosery

IMA Advisory Services, Inc.: SCHG position timeline

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

IMA Advisory Services, Inc. held 245,285 SCHG 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 245,285 shares
    Change vs previous 13F +17,137 shares

    0.52% of the 13F portfolio, value $8,300,465.

    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 228,148 shares
    Change vs previous 13F +15,677 shares

    0.65% of the 13F portfolio, value $6,645,972.

    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 212,471 shares
    Change vs previous 13F -1,726 shares

    0.67% of the 13F portfolio, value $6,930,827.

    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 214,197 shares
    Change vs previous 13F -13,651 shares

    0.69% of the 13F portfolio, value $6,835,050.

    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 227,848 shares
    Change vs previous 13F +3,260 shares

    0.71% of the 13F portfolio, value $6,655,461.

    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 224,588 shares
    Change vs previous 13F -21,386 shares

    0.67% of the 13F portfolio, value $5,623,701.

    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 245,974 shares
    Change vs previous 13F +187,936 shares

    0.83% of the 13F portfolio, value $6,855,288.

    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 58,038 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $6,046,474.

    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).