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Disclosery

IMA Advisory Services, Inc.: SPYG position timeline

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

IMA Advisory Services, Inc. held 49,178 SPYG 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 49,178 shares
    Change vs previous 13F +14,631 shares

    0.37% of the 13F portfolio, value $5,851,787.

    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 34,547 shares
    Change vs previous 13F +20,310 shares

    0.33% of the 13F portfolio, value $3,382,555.

    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 14,237 shares
    Change vs previous 13F +5,935 shares

    0.15% of the 13F portfolio, value $1,519,087.

    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 8,302 shares
    Change vs previous 13F +1,370 shares

    0.09% of the 13F portfolio, value $867,642.

    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 6,932 shares
    Change vs previous 13F +1,347 shares

    0.07% of the 13F portfolio, value $660,758.

    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 5,585 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $448,866.

    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 5,585 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $490,922.

    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).