IMZ Advisory Inc
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 315,814
- 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 | 7/7/2026 | 38 | 315,814 | 13F-HR | IMZ Advisory Inc |
| Q1 2026 | 4/8/2026 | 39 | 264,430 | 13F-HR | IMZ Advisory Inc |
| Q4 2025 | 1/21/2026 | 39 | 273,141 | 13F-HR | IMZ Advisory Inc |
| Q3 2025 | 10/9/2025 | 41 | 268,610 | 13F-HR | IMZ Advisory Inc |
| Q2 2025 | 7/23/2025 | 40 | 249,913 | 13F-HR | IMZ Advisory Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.83 K | 6.6% | 0 | 5.931 K | -5.931 K |
| ETFs | 295 K | 93.4% | 57.32 K | 0 | 57.32 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
315,814
Holdings
38
QoQ value change ($000)
51,384
(19.4%)
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.