IMA Advisory Services, Inc.: VSGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMA Advisory Services, Inc. on VSGX, newest first. How the timeline and the estimate are built.
IMA Advisory Services, Inc. held 483,384 VSGX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 483,384 sharesChange vs previous 13F +3,908 shares
2.49% of the 13F portfolio, value $39,801,906.
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 479,476 sharesChange vs previous 13F -20,887 shares
3.36% of the 13F portfolio, value $34,392,855.
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 500,363 sharesChange vs previous 13F +5,888 shares
3.44% of the 13F portfolio, value $35,836,062.
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 494,475 sharesChange vs previous 13F not available
3.46% of the 13F portfolio, value $34,301,730.
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).