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IMZ Advisory Inc: XLC position timeline

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

IMZ Advisory Inc held 232,536 XLC 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 232,536 shares
    Change vs previous 13F +21,763 shares

    7.89% of the 13F portfolio, value $24,911,625.

    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 210,773 shares
    Change vs previous 13F +6,264 shares

    8.84% of the 13F portfolio, value $23,366,327.

    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 204,509 shares
    Change vs previous 13F +1,384 shares

    8.81% of the 13F portfolio, value $24,074,837.

    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 203,125 shares
    Change vs previous 13F +5,077 shares

    8.95% of the 13F portfolio, value $24,043,911.

    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 198,048 shares
    Change vs previous 13F +4,966 shares

    8.42% of the 13F portfolio, value $21,030,752.

    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 193,082 shares
    Change vs previous 13F +4,003 shares

    8.45% of the 13F portfolio, value $18,622,741.

    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 189,079 shares
    Change vs previous 13F -2,695 shares

    8.35% of the 13F portfolio, value $18,304,775.

    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 191,774 shares
    Change vs previous 13F not available

    8.06% of the 13F portfolio, value $17,428,430.

    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).