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Disclosery

IMA Advisory Services, Inc.: SUSA position timeline

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

IMA Advisory Services, Inc. held 524,325 SUSA 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 524,325 shares
    Change vs previous 13F +1,831 shares

    5.06% of the 13F portfolio, value $80,903,456.

    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 522,494 shares
    Change vs previous 13F +8,040 shares

    6.74% of the 13F portfolio, value $69,021,557.

    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 514,454 shares
    Change vs previous 13F -3,161 shares

    6.88% of the 13F portfolio, value $71,686,618.

    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 517,615 shares
    Change vs previous 13F +39,978 shares

    7.08% of the 13F portfolio, value $70,214,488.

    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 477,637 shares
    Change vs previous 13F +7,918 shares

    6.49% of the 13F portfolio, value $60,540,574.

    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 469,719 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $53,956,653.

    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).