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INVESTMENT MANAGEMENT ASSOCIATES INC /ADV: SHV position timeline

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

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV held 40,874 SHV 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 40,874 shares
    Change vs previous 13F +5,662 shares

    1.15% of the 13F portfolio, value $4,510,488.

    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 35,212 shares
    Change vs previous 13F +2,147 shares

    1.05% of the 13F portfolio, value $3,886,999.

    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 33,065 shares
    Change vs previous 13F +7,472 shares

    1.02% of the 13F portfolio, value $3,642,124.

    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 25,593 shares
    Change vs previous 13F +3,721 shares

    0.84% of the 13F portfolio, value $2,827,771.

    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 21,872 shares
    Change vs previous 13F -15,383 shares

    0.81% of the 13F portfolio, value $2,415,106.

    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 37,255 shares
    Change vs previous 13F +22,467 shares

    1.68% of the 13F portfolio, value $4,115,187.

    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).

  7. period ended2024-12-31
    13F 14,788 shares
    Change vs previous 13F -6,399 shares

    0.71% of the 13F portfolio, value $1,628,307.

    13F-HR 0000052024-25-000001 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).

  8. period ended2024-09-30
    13F 21,187 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,343,918.

    13F-HR 0000052024-24-000005 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).