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IMZ Advisory Inc: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMZ Advisory Inc on XLB, newest first. How the timeline and the estimate are built.

IMZ Advisory Inc held 4,492 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,492 shares
    Change vs previous 13F -1,164 shares

    0.07% of the 13F portfolio, value $228,346.

    13F-HR 0002017735-26-000003 filed by IMZ Advisory 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 5,656 shares
    Change vs previous 13F -3,924 shares

    0.11% of the 13F portfolio, value $282,637.

    13F-HR 0002017735-26-000002 filed by IMZ Advisory 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 9,580 shares
    Change vs previous 13F +4,638 shares

    0.16% of the 13F portfolio, value $434,463.

    13F-HR 0002017735-26-000001 filed by IMZ Advisory 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 4,942 shares
    Change vs previous 13F -442 shares

    0.16% of the 13F portfolio, value $442,885.

    13F-HR 0001085146-25-005859 filed by IMZ Advisory 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 5,384 shares
    Change vs previous 13F -627 shares

    0.19% of the 13F portfolio, value $485,752.

    13F-HR 0001085146-25-004079 filed by IMZ Advisory 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 6,011 shares
    Change vs previous 13F -14,542 shares

    0.23% of the 13F portfolio, value $516,797.

    13F-HR 0001085146-25-001957 filed by IMZ Advisory 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 20,553 shares
    Change vs previous 13F -147 shares

    0.79% of the 13F portfolio, value $1,729,290.

    13F-HR 0001085146-25-000146 filed by IMZ Advisory 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 20,700 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,969,973.

    13F-HR 0001085146-24-004690 filed by IMZ Advisory Inc
    Filed (acceptance time not in the bulk data set), ingested

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