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INVESTMENT MANAGEMENT ASSOCIATES INC /ADV: INVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT MANAGEMENT ASSOCIATES INC /ADV on INVX, newest first. How the timeline and the estimate are built.

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV held 605,042 INVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 605,042 shares
    Change vs previous 13F -26,664 shares

    3.81% of the 13F portfolio, value $15,005,042.

    13F-HR 0000052024-26-000004 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 631,706 shares
    Change vs previous 13F +20 shares

    4.18% of the 13F portfolio, value $15,407,309.

    13F-HR 0000052024-26-000002 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 631,686 shares
    Change vs previous 13F -2,370 shares

    3.86% of the 13F portfolio, value $13,814,973.

    13F-HR 0000052024-26-000001 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 634,056 shares
    Change vs previous 13F -6,569 shares

    3.5% of the 13F portfolio, value $11,755,398.

    13F-HR 0000052024-25-000006 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 640,625 shares
    Change vs previous 13F +254,356 shares

    3.37% of the 13F portfolio, value $10,006,563.

    13F-HR 0000052024-25-000003 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 386,269 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $6,937,391.

    13F-HR 0000052024-25-000002 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).