IMA Advisory Services, Inc.

Business address
1750 17 Th Street, Suite 100, Denver, CO, 80202
Top securities (13F)
VV, SUSA, DMXF, DSI, SCHX, VSGX, ESGV, VXUS, JCPB, BSCU, BSCT, SCHB, SPY, SCHD, BND, HYDB, SCHM, NVDA, SCHA, and VSS
Fiscal year end
31 December
Former names
IMA Wealth, Inc. (to 24 Apr 2024), TrueNorth, Inc. (to 05 Feb 2018)
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IMA Advisory Services, Inc. has filed 84 SEC EDGAR filings since 13 Feb 2009

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-13377
N-PX Open Document Open Filing 20 Aug 2025 30 Jun 2025 028-13377
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-13377
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-13377
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-13377
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-13377
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-13377
13F-HR/A Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-13377
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-13377
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-13377
13F-HR Open Document Open Filing 05 Feb 2024 31 Dec 2023 028-13377
13F-HR Open Document Open Filing 28 Nov 2023 30 Sep 2023 028-13377
13F-HR Open Document Open Filing 15 Aug 2023 30 Jun 2023 028-13377
13F-HR Open Document Open Filing 16 May 2023 31 Mar 2023 028-13377
13F-HR Open Document Open Filing 16 Feb 2023 31 Dec 2022 028-13377
13F-HR Open Document Open Filing 15 Nov 2022 30 Sep 2022 028-13377
13F-HR Open Document Open Filing 18 Aug 2022 30 Jun 2022 028-13377
13F-HR Open Document Open Filing 13 Jun 2022 31 Mar 2022 028-13377
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-13377
13F-HR Open Document Open Filing 03 Nov 2021 30 Sep 2021 028-13377
13F-HR Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-13377
13F-HR Open Document Open Filing 13 May 2021 31 Mar 2021 028-13377
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-13377
13F-HR Open Document Open Filing 16 Nov 2020 30 Sep 2020 028-13377
13F-HR Open Document Open Filing 13 Aug 2020 30 Jun 2020 028-13377
13F-HR Open Document Open Filing 14 Apr 2020 31 Mar 2020 028-13377
13F-HR Open Document Open Filing 24 Feb 2020 31 Dec 2019 028-13377
13F-HR Open Document Open Filing 29 Oct 2019 30 Sep 2019 028-13377
13F-HR Open Document Open Filing 19 Jul 2019 30 Jun 2019 028-13377
13F-HR Open Document Open Filing 09 May 2019 31 Mar 2019 028-13377
13F-HR Open Document Open Filing 15 Jan 2019 31 Dec 2018 028-13377
13F-HR Open Document Open Filing 18 Oct 2018 30 Sep 2018 028-13377
13F-HR Open Document Open Filing 01 Aug 2018 30 Jun 2018 028-13377
13F-HR Open Document Open Filing 20 Apr 2018 31 Mar 2018 028-13377
13F-HR Open Document Open Filing 05 Feb 2018 31 Dec 2017 028-13377
13F-HR Open Document Open Filing 24 Oct 2017 30 Sep 2017 028-13377
13F-HR Open Document Open Filing 31 Jul 2017 30 Jun 2017 028-13377
13F-HR Open Document Open Filing 06 Jun 2017 31 Mar 2017 028-13377
13F-HR Open Document Open Filing 30 Mar 2017 31 Dec 2016 028-13377
13F-HR Open Document Open Filing 08 Dec 2016 30 Sep 2015 028-13377
13F-HR Open Document Open Filing 08 Dec 2016 31 Dec 2015 028-13377
13F-HR Open Document Open Filing 08 Dec 2016 31 Mar 2016 028-13377
13F-HR Open Document Open Filing 08 Dec 2016 30 Jun 2016 028-13377
13F-HR Open Document Open Filing 08 Dec 2016 30 Sep 2016 028-13377
13F-HR Open Document Open Filing 24 Jul 2015 30 Jun 2015 028-13377
13F-HR Open Document Open Filing 14 Apr 2015 31 Mar 2015 028-13377
13F-HR Open Document Open Filing 09 Jan 2015 31 Dec 2014 028-13377
13F-HR Open Document Open Filing 16 Oct 2014 30 Sep 2014 028-13377
13F-HR Open Document Open Filing 17 Jul 2014 30 Jun 2014 028-13377
13F-HR Open Document Open Filing 15 Apr 2014 31 Mar 2014 028-13377
13F-HR Open Document Open Filing 30 Jan 2014 31 Dec 2013 028-13377