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Analyst IMS Investment Management Services Ltd.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Analyst IMS Investment Management Services Ltd. on SPY, newest first. How the timeline and the estimate are built.

Analyst IMS Investment Management Services Ltd. held 813,427 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 813,427 shares
    Change vs previous 13F -51,190 shares

    14.12% of the 13F portfolio, value $607,443,000.

    13F-HR 0001178913-26-003635 filed by Analyst IMS Investment Management Services Ltd.
    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 864,617 shares
    Change vs previous 13F -97,004 shares

    17.08% of the 13F portfolio, value $562,294,000.

    13F-HR 0001178913-26-002187 filed by Analyst IMS Investment Management Services Ltd.
    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 961,621 shares
    Change vs previous 13F -300,371 shares

    19.12% of the 13F portfolio, value $655,748,000.

    13F-HR 0001178913-26-000166 filed by Analyst IMS Investment Management Services Ltd.
    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 1,261,992 shares
    Change vs previous 13F -31,993 shares

    26.14% of the 13F portfolio, value $840,713,000.

    13F-HR 0001178913-25-003513 filed by Analyst IMS Investment Management Services Ltd.
    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 1,293,985 shares
    Change vs previous 13F -24,045 shares

    27.3% of the 13F portfolio, value $799,489,000.

    13F-HR 0001178913-25-002595 filed by Analyst IMS Investment Management Services Ltd.
    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 1,318,030 shares
    Change vs previous 13F -25,784 shares

    28.66% of the 13F portfolio, value $737,294,000.

    13F-HR 0001178913-25-001354 filed by Analyst IMS Investment Management Services Ltd.
    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 1,343,814 shares
    Change vs previous 13F -7,438 shares

    28.82% of the 13F portfolio, value $787,583,000.

    13F-HR 0001178913-25-000375 filed by Analyst IMS Investment Management Services Ltd.
    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 1,351,252 shares
    Change vs previous 13F not available

    29.78% of the 13F portfolio, value $775,295,000.

    13F-HR 0001178913-24-003569 filed by Analyst IMS Investment Management Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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