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Disclosery

IMA Advisory Services, Inc.: VTI position timeline

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

IMA Advisory Services, Inc. held 32,614 VTI 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 32,614 shares
    Change vs previous 13F +12,051 shares

    0.75% of the 13F portfolio, value $12,068,764.

    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 20,563 shares
    Change vs previous 13F +166 shares

    0.64% of the 13F portfolio, value $6,596,824.

    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 20,397 shares
    Change vs previous 13F +953 shares

    0.66% of the 13F portfolio, value $6,838,781.

    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 19,444 shares
    Change vs previous 13F +65 shares

    0.64% of the 13F portfolio, value $6,381,186.

    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 19,379 shares
    Change vs previous 13F +898 shares

    0.63% of the 13F portfolio, value $5,890,115.

    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 18,481 shares
    Change vs previous 13F -397 shares

    0.6% of the 13F portfolio, value $5,079,549.

    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 18,878 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,471,092.

    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).