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Disclosery

IMA Advisory Services, Inc.: SCZ position timeline

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

IMA Advisory Services, Inc. held 225,707 SCZ 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 225,707 shares
    Change vs previous 13F +418 shares

    1.16% of the 13F portfolio, value $18,554,363.

    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 225,289 shares
    Change vs previous 13F +100,372 shares

    1.72% of the 13F portfolio, value $17,652,374.

    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 124,917 shares
    Change vs previous 13F -7,790 shares

    0.93% of the 13F portfolio, value $9,671,372.

    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 132,707 shares
    Change vs previous 13F -3,693 shares

    1.02% of the 13F portfolio, value $10,168,470.

    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 136,400 shares
    Change vs previous 13F +688 shares

    1.06% of the 13F portfolio, value $9,902,343.

    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 135,712 shares
    Change vs previous 13F -17,055 shares

    1.02% of the 13F portfolio, value $8,612,627.

    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 152,767 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $9,271,328.

    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).