IMA Advisory Services, Inc. UOVEY United Overseas Bank Ltd

Ownership history in IMA Advisory Services, Inc.  ·  2 quarters on record

AI Ownership Summary

IMA Advisory Services, Inc. reported United Overseas Bank Ltd (UOVEY) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows UOVEY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UOVEY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IMA Advisory Services, Inc.'s position in United Overseas Bank Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UOVEY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IMA Advisory Services, Inc. held UOVEY — position size vs. price
% of Fund (quarterly)    UOVEY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 51 -2 -3.8% 0.00% $3K 2026-05-06 $57.96
2025 Q4 INITIATED 53 0.00% $3K 2026-02-11 $60.17

FAQ About IMA Advisory Services, Inc. and UOVEY

These are the practical questions this page is built to answer before you even open the full history table.

How long has IMA Advisory Services, Inc. reported owning UOVEY?

IMA Advisory Services, Inc. reported UOVEY across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported UOVEY position in IMA Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for UOVEY was 0.00% in 2026 Q1.

What is the latest reported UOVEY position on this page?

The most recent filing on this page is 2026 Q1, when IMA Advisory Services, Inc. reported 51 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this UOVEY ownership page compare?

The chart compares IMA Advisory Services, Inc.'s quarterly UOVEY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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