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Disclosery

IMA Advisory Services, Inc.: SHV position timeline

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

IMA Advisory Services, Inc. held 5,690 SHV 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 5,690 shares
    Change vs previous 13F +4,567 shares

    0.04% of the 13F portfolio, value $627,952.

    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 1,123 shares
    Change vs previous 13F -21,675 shares

    0.01% of the 13F portfolio, value $124,007.

    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 22,798 shares
    Change vs previous 13F +22,529 shares

    0.24% of the 13F portfolio, value $2,511,286.

    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 269 shares
    Change vs previous 13F -17,911 shares

    <0.01% of the 13F portfolio, value $29,788.

    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 18,180 shares
    Change vs previous 13F -5,845 shares

    0.22% of the 13F portfolio, value $2,007,508.

    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 24,025 shares
    Change vs previous 13F +7,206 shares

    0.31% of the 13F portfolio, value $2,653,821.

    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 16,819 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,851,940.

    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).