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IMZ Advisory Inc: XLE position timeline

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

IMZ Advisory Inc held 134,485 XLE 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 134,485 shares
    Change vs previous 13F +23,612 shares

    2.26% of the 13F portfolio, value $7,142,506.

    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 110,873 shares
    Change vs previous 13F -1,187 shares

    2.57% of the 13F portfolio, value $6,792,060.

    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 112,060 shares
    Change vs previous 13F +60,807 shares

    1.83% of the 13F portfolio, value $5,010,182.

    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 51,253 shares
    Change vs previous 13F -2,058 shares

    1.7% of the 13F portfolio, value $4,578,923.

    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 53,311 shares
    Change vs previous 13F +4,129 shares

    1.83% of the 13F portfolio, value $4,582,590.

    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 49,182 shares
    Change vs previous 13F -5,466 shares

    2.08% of the 13F portfolio, value $4,596,054.

    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 54,648 shares
    Change vs previous 13F -8,756 shares

    2.14% of the 13F portfolio, value $4,681,119.

    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 63,404 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $5,908,027.

    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).