IMA Advisory Services, Inc.
Position in AIT — Applied Industrial Technologies Inc
CIK 1455495
DENVER, CO
Position in AIT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,482
+$5,176 QoQ
Shares Held
31
+55.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#550
of 614 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026IMA Advisory Services, Inc. holds $10,234,592 across 6 Industrial Distribution names. AIT ranks #4 (0.1% of the industry book) .
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,482 | 31 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,306 | 20 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,648 | 22 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||