IMSCX SEC Filings — IMS Capital Value Fund
Data updated: 2026-09-11
48 SEC filings are listed: 13 prospectuses (latest Oct 28, 2025), 26 quarterly N-PORT holdings reports (latest Aug 31, 2026) and 9 annual N-CEN reports (latest Sep 11, 2026).
IMSCX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 13 filings on SEC EDGAR.
- Filed Oct 28, 2025 · 485BPOS
- Filed Oct 28, 2024 · 485BPOS
- Filed Oct 27, 2023 · 485BPOS
- Filed Oct 31, 2022 · 485BPOS
- Filed Oct 28, 2021 · 485BPOS
- Filed Nov 9, 2020 · 485BPOS
- Filed Nov 13, 2019 · 485BPOS
- Filed Nov 15, 2018 · 497
- Filed Nov 14, 2017 · 485BPOS
- Filed Nov 9, 2016 · 485BPOS
- Filed Nov 19, 2015 · 485BPOS
- Filed Nov 20, 2014 · 485BPOS
- Filed Jul 2, 2014 · 485BPOS
IMSCX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 26 filings on SEC EDGAR.
- Filed Aug 31, 2026
- Filed May 27, 2026
- Filed Feb 25, 2026
- Filed Nov 24, 2025
- Filed Aug 26, 2025
- Filed May 30, 2025
- Filed Feb 28, 2025
- Filed Nov 26, 2024
- Filed Aug 28, 2024
- Filed May 23, 2024
- Filed Feb 28, 2024
- Filed Nov 22, 2023
- Filed Aug 25, 2023
- Filed May 25, 2023
- Filed Mar 1, 2023
- Filed Nov 29, 2022
- Filed Aug 26, 2022
- Filed May 27, 2022
- Filed Feb 28, 2022
- Filed Nov 24, 2021
- Filed Aug 30, 2021
- Filed May 27, 2021
- Filed Feb 25, 2021
- Filed Nov 30, 2020
- Filed Aug 31, 2020
- Filed Jun 1, 2020
IMSCX Annual census (N-CEN)
Service providers, brokerage and operations. 9 filings on SEC EDGAR.
Browse every IMS Capital Value Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.