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Manager record

Investment Management Associates Inc /Adv

Greenwood Village, CO · CIK 52024 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$490.44MReported 13F valueQ3 2026 · as filed
33Holdings listed
+0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $298.8M$298.8MQ2 202530 holdingsQ3 2025: $364.5M$364.5MQ3 202530 holdingsQ4 2025: $362.6M$362.6MQ4 202529 holdingsQ1 2026: $419.8M$419.8MQ1 202631 holdingsQ2 2026: $487.4M$487.4MQ2 202632 holdingsQ3 2026: $490.4M$490.4MQ3 202633 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 29 2026 13F-HR · period Q3 2026

$490.44M · 33 holdings listed · View original SEC filing ↗
Aug 03 2026 13F-HR · period Q2 2026

$487.39M · 32 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$419.83M · 31 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$362.61M · 29 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$364.48M · 30 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$298.80M · 30 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 29, 2026 · Change methodology