Position in ACT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,479
+$1,868 QoQ
Shares Held
98
+53.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 248 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $19,090 across 5 Insurance - Specialty names. ACT ranks #3 (23.5% of the industry book) .
All Filings in ACT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,479 | 98 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,611 | 64 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,774 | 70 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||