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Disclosery

IMA Advisory Services, Inc.: V position timeline

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

IMA Advisory Services, Inc. held 16,111 V 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 16,111 shares
    Change vs previous 13F +4,214 shares

    0.35% of the 13F portfolio, value $5,527,507.

    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 11,897 shares
    Change vs previous 13F -251 shares

    0.35% of the 13F portfolio, value $3,595,776.

    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 12,148 shares
    Change vs previous 13F +280 shares

    0.41% of the 13F portfolio, value $4,260,440.

    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 11,868 shares
    Change vs previous 13F +64 shares

    0.41% of the 13F portfolio, value $4,051,498.

    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 11,804 shares
    Change vs previous 13F +608 shares

    0.45% of the 13F portfolio, value $4,191,010.

    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 11,196 shares
    Change vs previous 13F -861 shares

    0.47% of the 13F portfolio, value $3,923,750.

    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 12,057 shares
    Change vs previous 13F +87 shares

    0.46% of the 13F portfolio, value $3,810,494.

    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).

  8. period ended2024-09-30
    13F 11,970 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,291,151.

    13F-HR 0001455495-24-000007 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).