Skip to content
Disclosery

IMA Advisory Services, Inc.: SCHV position timeline

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

IMA Advisory Services, Inc. held 49,999 SCHV 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 49,999 shares
    Change vs previous 13F +7,441 shares

    0.11% of the 13F portfolio, value $1,740,464.

    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 42,558 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,298,019.

    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 42,558 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,260,142.

    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 42,558 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,238,863.

    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 42,558 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,177,580.

    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 42,558 shares
    Change vs previous 13F +20,604 shares

    0.13% of the 13F portfolio, value $1,131,191.

    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 21,954 shares
    Change vs previous 13F +14,636 shares

    0.07% of the 13F portfolio, value $572,341.

    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 7,318 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $588,147.

    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).