Long-term investor

Ima Advisory Services, Inc. @imaadvisoryservicesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001455495).

Record

  • Tracked since 2025-06-30 (448 days), 88 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.8% · 6 months n/a · 1 year +15.4% · all +15.4%
  • Max drawdown n/a · win rate 25% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464288802 · 5.1% · long · since 2025-06-30
  • 46436E759 · 4.3% · long · since 2025-06-30
  • 464288570 · 3.9% · long · since 2025-06-30
  • 808524201 · 3.4% · long · since 2025-06-30
  • 921909768 · 3.3% · long · since 2025-06-30
  • 921910733 · 2.9% · long · since 2025-09-30
  • 46435G268 · 2.8% · long · since 2026-06-30
  • 921910725 · 2.5% · long · since 2025-09-30
  • 922908736 · 2.3% · long · since 2026-06-30
  • 25434V203 · 2.1% · long · since 2026-06-30
  • 46641Q670 · 2.0% · long · since 2025-06-30
  • 922908744 · 1.9% · long · since 2026-06-30

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