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IMZ Advisory Inc: XLP position timeline

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

IMZ Advisory Inc held 139,248 XLP 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 139,248 shares
    Change vs previous 13F +17,667 shares

    3.66% of the 13F portfolio, value $11,567,368.

    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 121,581 shares
    Change vs previous 13F -2,790 shares

    3.77% of the 13F portfolio, value $9,967,224.

    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 124,371 shares
    Change vs previous 13F -4,318 shares

    3.54% of the 13F portfolio, value $9,661,108.

    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 128,689 shares
    Change vs previous 13F -3,513 shares

    3.75% of the 13F portfolio, value $10,085,355.

    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 132,202 shares
    Change vs previous 13F +31,751 shares

    4.28% of the 13F portfolio, value $10,693,828.

    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 100,451 shares
    Change vs previous 13F -5,136 shares

    3.72% of the 13F portfolio, value $8,203,812.

    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 105,587 shares
    Change vs previous 13F +4,840 shares

    3.79% of the 13F portfolio, value $8,300,157.

    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 100,747 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $8,207,827.

    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).