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IMZ Advisory Inc: XLY position timeline

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

IMZ Advisory Inc held 213,105 XLY 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 213,105 shares
    Change vs previous 13F +10,019 shares

    7.91% of the 13F portfolio, value $24,992,960.

    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 203,086 shares
    Change vs previous 13F +6,503 shares

    8.37% of the 13F portfolio, value $22,132,333.

    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 196,583 shares
    Change vs previous 13F +99,401 shares

    8.59% of the 13F portfolio, value $23,473,947.

    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 97,182 shares
    Change vs previous 13F +112 shares

    8.67% of the 13F portfolio, value $23,288,737.

    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 97,070 shares
    Change vs previous 13F -1,990 shares

    8.63% of the 13F portfolio, value $21,566,073.

    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 99,060 shares
    Change vs previous 13F +12,386 shares

    8.87% of the 13F portfolio, value $19,560,419.

    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 86,674 shares
    Change vs previous 13F -3,433 shares

    8.87% of the 13F portfolio, value $19,445,334.

    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 90,107 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $17,856,580.

    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).