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IMZ Advisory Inc: XLI position timeline

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

IMZ Advisory Inc held 110,817 XLI 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 110,817 shares
    Change vs previous 13F +2,928 shares

    6.5% of the 13F portfolio, value $20,526,627.

    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 107,889 shares
    Change vs previous 13F -2,728 shares

    6.6% of the 13F portfolio, value $17,448,915.

    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 110,617 shares
    Change vs previous 13F -5,736 shares

    6.28% of the 13F portfolio, value $17,158,895.

    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 116,353 shares
    Change vs previous 13F +12,097 shares

    6.68% of the 13F portfolio, value $17,945,120.

    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 104,256 shares
    Change vs previous 13F -2,411 shares

    6.32% of the 13F portfolio, value $15,790,561.

    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 106,667 shares
    Change vs previous 13F -444 shares

    6.34% of the 13F portfolio, value $13,980,799.

    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 107,111 shares
    Change vs previous 13F +209 shares

    6.44% of the 13F portfolio, value $14,112,948.

    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 106,902 shares
    Change vs previous 13F not available

    6.7% of the 13F portfolio, value $14,486,344.

    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).