Position in PUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,450
+$1,408 QoQ
Shares Held
166
+55.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 278 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IMA Advisory Services, Inc. holds $481,665 across 6 Insurance - Life names. PUK ranks #4 (0.9% of the industry book) .
All Filings in PUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,450 | 166 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,042 | 107 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,489 | 80 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||