Investment Management Trust, LLC
All 13F Filings
- Location
- Fitchburg, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 111,570
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 78 | 111,570 | 13F-HR | Investment Management Trust, LLC |
| Q1 2026 | 4/24/2026 | 81 | 102,597 | 13F-HR | Investment Management Trust, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.5 K | 68.6% | 8.518 K | 0 | 8.518 K |
| ETFs | 35.07 K | 31.4% | 460 | 0 | 460 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
111,570
Holdings
78
QoQ value change ($000)
8,973
(8.7%)
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.