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Disclosery

IMA Advisory Services, Inc.: UITB position timeline

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

IMA Advisory Services, Inc. held 227,451 UITB 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 227,451 shares
    Change vs previous 13F +7,346 shares

    0.67% of the 13F portfolio, value $10,653,360.

    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 220,105 shares
    Change vs previous 13F +18,210 shares

    1.01% of the 13F portfolio, value $10,348,680.

    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 201,895 shares
    Change vs previous 13F +7,204 shares

    0.92% of the 13F portfolio, value $9,560,677.

    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 194,691 shares
    Change vs previous 13F +2,591 shares

    0.93% of the 13F portfolio, value $9,251,716.

    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 192,100 shares
    Change vs previous 13F +9,149 shares

    0.97% of the 13F portfolio, value $9,042,147.

    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 182,951 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $8,587,719.

    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).