IMA Advisory Services, Inc.
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,598,940
- 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 | 8/10/2026 | 1,393 | 1,598,940 | 13F-HR | IMA Advisory Services, Inc. |
| Q1 2026 | 5/6/2026 | 1,033 | 1,024,292 | 13F-HR | IMA Advisory Services, Inc. |
| Q4 2025 | 2/11/2026 | 1,008 | 1,041,292 | 13F-HR | IMA Advisory Services, Inc. |
| Q3 2025 | 11/6/2025 | 552 | 992,410 | 13F-HR | IMA Advisory Services, Inc. |
| Q2 2025 | 8/8/2025 | 559 | 932,877 | 13F-HR | IMA Advisory Services, Inc. |
| Q2 2014 | 7/17/2014 | 165 | 218,550 | 13F-HR | TrueNorth, Inc. |
| Q1 2014 | 4/15/2014 | 158 | 213,939 | 13F-HR | TrueNorth, Inc. |
| Q4 2013 | 1/30/2014 | 158 | 210,243 | 13F-HR | TrueNorth, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
106
(0.0% of total reported value)
· QoQ Δ:
+106
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 362.7 K | 22.7% | 98.71 K | 0 | 98.71 K |
| ETFs | 1.233 M | 77.1% | 472.4 K | 0 | 472.4 K |
| Debt | 3.39 K | 0.2% | 3.39 K | 0 | 3.39 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,598,940
Holdings
1393
QoQ value change ($000)
574,648
(56.1%)
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.