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IMZ Advisory Inc: XLF position timeline

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

IMZ Advisory Inc held 551,026 XLF 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 551,026 shares
    Change vs previous 13F +8,187 shares

    9.35% of the 13F portfolio, value $29,540,502.

    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 542,839 shares
    Change vs previous 13F +12,824 shares

    10.13% of the 13F portfolio, value $26,799,965.

    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 530,015 shares
    Change vs previous 13F +2,138 shares

    10.63% of the 13F portfolio, value $29,028,924.

    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 527,877 shares
    Change vs previous 13F +1,468 shares

    10.59% of the 13F portfolio, value $28,436,728.

    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 526,409 shares
    Change vs previous 13F +28,557 shares

    11.07% of the 13F portfolio, value $27,657,510.

    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 497,852 shares
    Change vs previous 13F +16,088 shares

    11.25% of the 13F portfolio, value $24,798,001.

    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 481,764 shares
    Change vs previous 13F +6,180 shares

    10.62% of the 13F portfolio, value $23,283,636.

    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 475,584 shares
    Change vs previous 13F not available

    10.04% of the 13F portfolio, value $21,710,396.

    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).