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IMZ Advisory Inc: XLU position timeline

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

IMZ Advisory Inc held 160,802 XLU 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 160,802 shares
    Change vs previous 13F +7,907 shares

    2.31% of the 13F portfolio, value $7,290,746.

    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 152,895 shares
    Change vs previous 13F -1,204 shares

    2.65% of the 13F portfolio, value $7,016,347.

    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 154,099 shares
    Change vs previous 13F +77,667 shares

    2.41% of the 13F portfolio, value $6,578,487.

    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 76,432 shares
    Change vs previous 13F +1,858 shares

    2.48% of the 13F portfolio, value $6,665,611.

    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 74,574 shares
    Change vs previous 13F +6,406 shares

    2.5% of the 13F portfolio, value $6,245,610.

    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 68,168 shares
    Change vs previous 13F +13,224 shares

    2.44% of the 13F portfolio, value $5,375,053.

    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 54,944 shares
    Change vs previous 13F +11,546 shares

    1.9% of the 13F portfolio, value $4,158,681.

    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 43,398 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $3,528,651.

    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).