IMA Advisory Services, Inc.: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMA Advisory Services, Inc. on VLO, newest first. How the timeline and the estimate are built.
IMA Advisory Services, Inc. held 20,948 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 20,948 sharesChange vs previous 13F -1,399 shares
0.34% of the 13F portfolio, value $5,455,878.
13F-HR 0001455495-26-000008 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 22,347 sharesChange vs previous 13F -2,394 shares
0.54% of the 13F portfolio, value $5,521,618.
13F-HR 0001455495-26-000006 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,741 sharesChange vs previous 13F -468 shares
0.39% of the 13F portfolio, value $4,027,632.
13F-HR 0001455495-26-000004 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,209 sharesChange vs previous 13F -250 shares
0.43% of the 13F portfolio, value $4,292,084.
13F-HR 0001455495-25-000010 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,459 sharesChange vs previous 13F +486 shares
0.37% of the 13F portfolio, value $3,422,199.
13F-HR 0001455495-25-000008 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,973 sharesChange vs previous 13F -1,761 shares
0.39% of the 13F portfolio, value $3,298,184.
13F-HR 0001455495-25-000004 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,734 sharesChange vs previous 13F -414 shares
0.39% of the 13F portfolio, value $3,277,321.
13F-HR 0001085146-25-001502 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,148 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $3,665,794.
13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).