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Disclosery

IMA Advisory Services, Inc.: SCHM position timeline

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

IMA Advisory Services, Inc. held 471,971 SCHM 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 471,971 shares
    Change vs previous 13F +3,150 shares

    1.09% of the 13F portfolio, value $17,401,621.

    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 468,821 shares
    Change vs previous 13F +8,497 shares

    1.42% of the 13F portfolio, value $14,514,725.

    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 460,324 shares
    Change vs previous 13F +13,055 shares

    1.33% of the 13F portfolio, value $13,841,966.

    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 447,269 shares
    Change vs previous 13F +1,117 shares

    1.34% of the 13F portfolio, value $13,257,070.

    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 446,152 shares
    Change vs previous 13F +3,049 shares

    1.34% of the 13F portfolio, value $12,514,573.

    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 443,103 shares
    Change vs previous 13F -7,872 shares

    1.38% of the 13F portfolio, value $11,609,306.

    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 450,975 shares
    Change vs previous 13F +304,030 shares

    1.5% of the 13F portfolio, value $12,496,508.

    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 146,945 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $12,209,726.

    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).