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IMZ Advisory Inc: XLK position timeline

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

IMZ Advisory Inc held 491,428 XLK 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 491,428 shares
    Change vs previous 13F -18,388 shares

    29.65% of the 13F portfolio, value $93,626,885.

    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 509,816 shares
    Change vs previous 13F +8,309 shares

    25.62% of the 13F portfolio, value $67,754,500.

    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 501,507 shares
    Change vs previous 13F +251,243 shares

    26.43% of the 13F portfolio, value $72,201,893.

    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 250,264 shares
    Change vs previous 13F +9,193 shares

    26.26% of the 13F portfolio, value $70,539,280.

    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 241,071 shares
    Change vs previous 13F -1,025 shares

    25.17% of the 13F portfolio, value $62,892,918.

    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 242,096 shares
    Change vs previous 13F +14,186 shares

    22.67% of the 13F portfolio, value $49,987,899.

    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 227,910 shares
    Change vs previous 13F +1,765 shares

    24.18% of the 13F portfolio, value $52,993,564.

    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 226,145 shares
    Change vs previous 13F not available

    23.57% of the 13F portfolio, value $50,948,198.

    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).