SEC 13F Intelligence

Managers / Q1 2020 · view latest →

IMA Advisory Services, Inc.

CIK 0001455495 · 1750 17TH STREET, SUITE 100, DENVER, CO, 80202 · 316-266-6574

Reported Value
$227M
Q1 2020
Positions
257
Filings on Record
31
2019–present window
Filed
Apr 14, 2020
original filing

Summary

Ima Advisory Services, Inc. reported $227M in U.S.-listed holdings across 257 positions for Q1 2020.

Its largest position, BSJL, represents 5.2% of the portfolio.

Compared with Q4 2019, the fund opened 20 new positions and exited 48.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $214MQ4 ’18Q1 ’19: $258MQ2 ’19: $267MQ3 ’19: $265MQ4 ’19: $269MQ4 ’19Q1 ’20: $227MQ2 ’20: $277MQ3 ’20: $298MQ4 ’20: $357MQ4 ’20Q1 ’21: $408MQ2 ’21: $428MQ3 ’21: $423MQ4 ’21: $453MQ4 ’21Q2 ’22: $409MQ3 ’22: $372MQ4 ’22: $377.7BQ1 ’23: $388MQ1 ’23Q2 ’23: $389MQ3 ’23: $387MQ4 ’23: $200MQ1 ’24: $211MQ1 ’24Q2 ’24: $226MQ3 ’24: $459MQ4 ’24: $830MQ1 ’25: $843MQ1 ’25Q2 ’25: $933MQ3 ’25: $992MQ4 ’25: $1.0BQ1 ’26: $1.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B1,033May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.0B1,008Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$992M552Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$933M559Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$843M344May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$830M169Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$459M262Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$226M73Aug 6, 2024RESTATEMENTchanges · EDGAR ↗
Q1 2024$211M73Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$200M67Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$387M285Nov 28, 202313F-HRchanges · EDGAR ↗
Q2 2023$389M290Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$388M315May 16, 202313F-HRchanges · EDGAR ↗
Q4 2022$377.7B341Feb 16, 202313F-HRchanges · EDGAR ↗
Q3 2022$372M402Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$409M323Aug 18, 202213F-HRchanges · EDGAR ↗
Q4 2021$453M313Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$423M289Nov 3, 202113F-HRchanges · EDGAR ↗
Q2 2021$428M287Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$408M297May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$357M294Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$298M298Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$277M247Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$227M257Apr 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$269M285Feb 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$265M287Oct 29, 201913F-HRchanges · EDGAR ↗
Q2 2019$267M280Jul 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$258M287May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$214M343Jan 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.