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CIM INVESTMENT MANAGEMENT INC: XLU position timeline

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

CIM INVESTMENT MANAGEMENT INC held 64,086 XLU shares at 2026-06-30 per its 13F-HR filed 2026-09-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,086 shares
    Change vs previous 13F -6,453 shares

    0.7% of the 13F portfolio, value $2,905,659.

    13F-HR 0001062993-26-005105 filed by CIM INVESTMENT MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 70,539 shares
    Change vs previous 13F -339 shares

    0.86% of the 13F portfolio, value $3,237,035.

    13F-HR 0001062993-26-002795 filed by CIM 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 70,878 shares
    Change vs previous 13F +35,439 shares

    0.79% of the 13F portfolio, value $3,025,782.

    13F-HR 0001062993-26-000998 filed by CIM 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 35,439 shares
    Change vs previous 13F -368 shares

    0.84% of the 13F portfolio, value $3,090,635.

    13F-HR 0001062993-25-016928 filed by CIM INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,807 shares
    Change vs previous 13F -159 shares

    0.56% of the 13F portfolio, value $2,924,000.

    13F-HR 0001062993-25-014797 filed by CIM INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,966 shares
    Change vs previous 13F -30 shares

    0.65% of the 13F portfolio, value $2,835,919.

    13F-HR 0001062993-25-010625 filed by CIM INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,996 shares
    Change vs previous 13F +164 shares

    0.8% of the 13F portfolio, value $2,724,537.

    13F-HR 0001062993-25-002276 filed by CIM INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,832 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,894,509.

    13F-HR 0001062993-24-019630 filed by CIM INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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