Position in NP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$535
New position
Shares Held
17
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 135 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $166,889 across 4 Insurance Brokers names. NP ranks #3 (0.3% of the industry book) .
All Filings in NP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535 | 17 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||