IMKTA β€” INGLES MKTS INC

Ownership history in Unison Advisors LLC  Β·  20 quarters on record

AI Ownership Summary

Unison Advisors LLC reported INGLES MKTS INC (IMKTA) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows IMKTA at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMKTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unison Advisors LLC's position in INGLES MKTS INC, 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
2025 Q3

IMKTA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Unison Advisors LLC held IMKTA β€” position size vs. price
% of Fund (quarterly)    IMKTA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 15,247 +37 +0.2% 0.10% $1.1M 2025-11-05 $73.54
2025 Q2 ADDED 15,210 +39 +0.3% 0.11% $964K 2025-07-29 $62.15
2025 Q1 ADDED 15,171 +38 +0.3% 0.13% $988K 2025-05-06 $61.89
2024 Q4 ADDED 15,133 +39 +0.3% 0.12% $975K 2025-02-12 $63.51
2024 Q3 ADDED 15,094 +35 +0.2% 0.14% $1.1M 2024-10-09 $60.59
2024 Q2 ADDED 15,059 +33 +0.2% 0.13% $1.0M 2024-07-12 $72.45
2024 Q1 ADDED 15,026 +27 +0.2% 0.11% $1.2M 2024-04-12 $71.63
2023 Q4 ADDED 14,999 +30 +0.2% 0.14% $1.3M 2024-01-19 $82.18
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Unison Advisors LLC and IMKTA

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

How long has Unison Advisors LLC reported owning IMKTA?

Unison Advisors LLC reported IMKTA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IMKTA position in Unison Advisors LLC's portfolio?

The largest reported portfolio weight for IMKTA was 0.14% in 2023 Q4.

What is the latest reported IMKTA position on this page?

The most recent filing on this page is 2025 Q3, when Unison Advisors LLC reported 15,247 shares, equal to 0.10% of portfolio, with an estimated market value of $1.1M.

What does the chart on this IMKTA ownership page compare?

The chart compares Unison Advisors LLC's quarterly IMKTA 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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