IMA Advisory Services, Inc.: VTRS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMA Advisory Services, Inc. on VTRS, newest first. How the timeline and the estimate are built.
IMA Advisory Services, Inc. held 629 VTRS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 629 sharesChange vs previous 13F -11,521 shares
<0.01% of the 13F portfolio, value $9,989.
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 12,150 sharesChange vs previous 13F -65 shares
0.02% of the 13F portfolio, value $164,155.
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 12,215 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $152,084.
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 12,215 sharesChange vs previous 13F +766 shares
0.01% of the 13F portfolio, value $120,929.
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 11,449 sharesChange vs previous 13F +1,690 shares
0.01% of the 13F portfolio, value $102,240.
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 9,759 sharesChange vs previous 13F +9,759 shares
0.01% of the 13F portfolio, value $85,000.
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 0 sharesChange vs previous 13F -7,569 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 7,569 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $87,876.
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).