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IMZ Advisory Inc: XLRE position timeline

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

IMZ Advisory Inc held 8,152 XLRE 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 8,152 shares
    Change vs previous 13F -882 shares

    0.11% of the 13F portfolio, value $358,916.

    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 9,034 shares
    Change vs previous 13F -4,169 shares

    0.14% of the 13F portfolio, value $368,873.

    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 13,203 shares
    Change vs previous 13F -470 shares

    0.2% of the 13F portfolio, value $532,761.

    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 13,673 shares
    Change vs previous 13F -1,592 shares

    0.21% of the 13F portfolio, value $576,057.

    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 15,265 shares
    Change vs previous 13F -1,686 shares

    0.26% of the 13F portfolio, value $638,681.

    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 16,951 shares
    Change vs previous 13F -48,913 shares

    0.32% of the 13F portfolio, value $709,396.

    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 65,864 shares
    Change vs previous 13F +22,772 shares

    1.22% of the 13F portfolio, value $2,678,683.

    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 43,092 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,875,347.

    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).