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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC on XLU, newest first. How the timeline and the estimate are built.

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC held 26,276 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,276 shares
    Change vs previous 13F -13,224 shares

    0.07% of the 13F portfolio, value $1,176,396.

    13F-HR 0001420506-26-001267 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    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 39,500 shares
    Change vs previous 13F -1,955 shares

    0.13% of the 13F portfolio, value $1,821,350.

    13F-HR 0001420506-26-000777 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    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 41,455 shares
    Change vs previous 13F +27,787 shares

    0.12% of the 13F portfolio, value $1,769,718.

    13F-HR 0001420506-26-000135 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    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 13,668 shares
    Change vs previous 13F -44 shares

    0.09% of the 13F portfolio, value $1,119,918.

    13F-HR 0001420506-25-002953 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    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 13,712 shares
    Change vs previous 13F -6,445 shares

    0.09% of the 13F portfolio, value $1,119,684.

    13F-HR 0001420506-25-001602 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    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 20,157 shares
    Change vs previous 13F +5,406 shares

    0.14% of the 13F portfolio, value $1,589,410.

    13F-HR 0001420506-25-000802 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    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 14,751 shares
    Change vs previous 13F -11,840,966 shares

    0.09% of the 13F portfolio, value $1,125,062.

    13F-HR 0001420506-25-000010 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    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 11,855,717 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $129,516.

    13F-HR 0001420506-24-002166 filed by INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).