Skip to content
Disclosery

AMI INVESTMENT MANAGEMENT INC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMI INVESTMENT MANAGEMENT INC on XLU, newest first. How the timeline and the estimate are built.

AMI INVESTMENT MANAGEMENT INC held 96,735 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,735 shares
    Change vs previous 13F +13,633 shares

    0.93% of the 13F portfolio, value $4,385,965.

    13F-HR 0001122241-26-000005 filed by AMI INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 83,102 shares
    Change vs previous 13F +3,141 shares

    0.86% of the 13F portfolio, value $3,813,551.

    13F-HR 0001122241-26-000003 filed by AMI INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,961 shares
    Change vs previous 13F +46,219 shares

    0.77% of the 13F portfolio, value $3,413,536.

    13F-HR 0001122241-26-000001 filed by AMI INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,742 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,942,640.

    13F-HR 0001122241-25-000002 filed by AMI INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).