Investment Management Trust, LLC
All 13F Filings
- Location
- Fitchburg, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 113,138
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 11/5/2026 | 77 | 113,138 | 13F-HR | Investment Management Trust, LLC |
| 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 | 79.98 K | 70.7% | 3.48 K | 0 | 3.48 K |
| ETFs | 33.16 K | 29.3% | 0 | 1.914 K | -1.914 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
113,138
Holdings
77
QoQ value change ($000)
1,568
(1.4%)
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.