INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 490,445
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 32 | 490,445 | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
| 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):
109.8 K
(22.4% of total reported value)
· QoQ Δ:
+15.87 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 352.8 K | 92.7% | 0 | 16.22 K | -16.22 K |
| ETFs | 27.92 K | 7.3% | 3.401 K | 0 | 3.401 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
490,445
Holdings
32
QoQ value change ($000)
3,051
(0.6%)
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.