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IMA Advisory Services, Inc.: SCHX position timeline

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

IMA Advisory Services, Inc. held 1,869,009 SCHX 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 1,869,009 shares
    Change vs previous 13F +17,157 shares

    3.44% of the 13F portfolio, value $55,004,941.

    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 1,851,852 shares
    Change vs previous 13F +63,740 shares

    4.64% of the 13F portfolio, value $47,481,503.

    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 1,788,112 shares
    Change vs previous 13F -17,671 shares

    4.62% of the 13F portfolio, value $48,118,106.

    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 1,805,783 shares
    Change vs previous 13F -512 shares

    4.79% of the 13F portfolio, value $47,564,324.

    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 1,806,295 shares
    Change vs previous 13F -2,980 shares

    4.73% of the 13F portfolio, value $44,145,850.

    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 1,809,275 shares
    Change vs previous 13F -33,544 shares

    4.74% of the 13F portfolio, value $39,948,792.

    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 1,842,819 shares
    Change vs previous 13F +1,214,339 shares

    5.14% of the 13F portfolio, value $42,716,544.

    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 628,480 shares
    Change vs previous 13F not available

    9.28% of the 13F portfolio, value $42,642,368.

    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).