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Disclosery

IMA Advisory Services, Inc.: VCEB position timeline

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

IMA Advisory Services, Inc. held 115,678 VCEB 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 115,678 shares
    Change vs previous 13F -34,052 shares

    0.45% of the 13F portfolio, value $7,259,955.

    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 149,730 shares
    Change vs previous 13F +1,122 shares

    0.92% of the 13F portfolio, value $9,407,573.

    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 148,608 shares
    Change vs previous 13F +591 shares

    0.91% of the 13F portfolio, value $9,455,935.

    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 148,017 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,502,691.

    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).