IMZ Advisory Inc
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 264,430
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 26.76 K | 10.1% | 0 | 225.2 K | -225.2 K |
| ETFs | 237.7 K | 89.9% | 216.5 K | 0 | 216.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
264,430
Holdings
39
QoQ value change ($000)
-8,711
(-3.2%)
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.