IMA Advisory Services, Inc. quarter change: Foreign Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, IMA Advisory Services, Inc. opened 0 positions, added to 0, reduced 1, sold out of 1 and left 0 unchanged. The largest increase in value was Cia Energetica DE Minas Gerais - Cemig (-$455); the largest decrease was Vale SA (-$3,054).
- Vale SA: Country of operation —; Class Common Stock; Shares 2026-03-31 192; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1455495): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MASON STREET ADVISORS, LLC | United States | $1.023B | 15 |
| Global Strategic Investment Solutions, LLC | United States | $1.026B | 145 |
| PENN DAVIS MCFARLAND INC | United States | $1.022B | 75 |
| CROSSLINK CAPITAL INC | United States | $1.022B | 21 |
| CARRET ASSET MANAGEMENT, LLC | United States | $1.021B | 293 |
| Kohmann Bosshard Financial Services, LLC | United States | $1.028B | 209 |
| Madrone Advisors, LLC | United States | $1.028B | 5 |
| EQT Fund Management S.a r.l. | Luxembourg | $1.021B | 5 |
| Silicon Valley Capital Partners | United States | $1.021B | 454 |
| Galileo (PTC) Ltd | United States | $1.020B | 3 |