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INVESTMENT MANAGEMENT CORP /VA/ /ADV: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT MANAGEMENT CORP /VA/ /ADV on XLC, newest first. How the timeline and the estimate are built.

INVESTMENT MANAGEMENT CORP /VA/ /ADV held 9,375 XLC 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 9,375 shares
    Change vs previous 13F -3,069 shares

    0.84% of the 13F portfolio, value $1,004,358.

    13F-HR 0000789307-26-000004 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 12,444 shares
    Change vs previous 13F +118 shares

    1.18% of the 13F portfolio, value $1,379,594.

    13F-HR 0000789307-26-000003 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 12,326 shares
    Change vs previous 13F +14 shares

    1.22% of the 13F portfolio, value $1,451,008.

    13F-HR 0000789307-26-000001 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 12,312 shares
    Change vs previous 13F +214 shares

    1.25% of the 13F portfolio, value $1,457,338.

    13F-HR 0000789307-25-000015 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 12,098 shares
    Change vs previous 13F +235 shares

    1.19% of the 13F portfolio, value $1,312,995.

    13F-HR 0000789307-25-000013 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 11,863 shares
    Change vs previous 13F +432 shares

    1.03% of the 13F portfolio, value $1,144,198.

    13F-HR 0000789307-25-000011 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    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 11,431 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,106,665.

    13F-HR 0000789307-25-000010 filed by INVESTMENT MANAGEMENT CORP /VA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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