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IMZ Advisory Inc: XLV position timeline

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

IMZ Advisory Inc held 152,784 XLV 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 152,784 shares
    Change vs previous 13F +10,818 shares

    7.68% of the 13F portfolio, value $24,240,662.

    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 141,966 shares
    Change vs previous 13F +8,911 shares

    7.87% of the 13F portfolio, value $20,813,584.

    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 133,055 shares
    Change vs previous 13F +10,491 shares

    7.54% of the 13F portfolio, value $20,596,960.

    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 122,564 shares
    Change vs previous 13F -7,962 shares

    6.35% of the 13F portfolio, value $17,057,210.

    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 130,526 shares
    Change vs previous 13F +11,410 shares

    6.89% of the 13F portfolio, value $17,208,508.

    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 119,116 shares
    Change vs previous 13F -24,114 shares

    7.89% of the 13F portfolio, value $17,392,063.

    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 143,230 shares
    Change vs previous 13F +2,648 shares

    8.99% of the 13F portfolio, value $19,704,085.

    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 140,582 shares
    Change vs previous 13F not available

    9.86% of the 13F portfolio, value $21,317,886.

    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).