INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 487,394
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 31 | 487,394 | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
| Q1 2026 | 5/7/2026 | 30 | 419,831 | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
| Q4 2025 | 2/3/2026 | 28 | 362,609 | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
| Q3 2025 | 11/6/2025 | 30 | 339,390 | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
| Q2 2025 | 8/4/2025 | 29 | 298,801 | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
93.9 K
(19.3% of total reported value)
· QoQ Δ:
+43.04 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 369 K | 93.8% | 4.21 K | 0 | 4.21 K |
| ETFs | 24.52 K | 6.2% | 20.31 K | 0 | 20.31 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
487,394
Holdings
31
QoQ value change ($000)
67,563
(16.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.