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Disclosery

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

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

INVESTMENT MANAGEMENT CORP /VA/ /ADV held 90,580 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 90,580 shares
    Change vs previous 13F +1,157 shares

    3.43% of the 13F portfolio, value $4,106,900.

    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 89,423 shares
    Change vs previous 13F +168 shares

    3.52% of the 13F portfolio, value $4,103,617.

    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 89,255 shares
    Change vs previous 13F +44,831 shares

    3.2% of the 13F portfolio, value $3,810,284.

    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 44,424 shares
    Change vs previous 13F +34,916 shares

    3.33% of the 13F portfolio, value $3,874,240.

    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 9,508 shares
    Change vs previous 13F +2,988 shares

    0.7% of the 13F portfolio, value $776,462.

    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 6,520 shares
    Change vs previous 13F +331 shares

    0.46% of the 13F portfolio, value $514,120.

    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 6,189 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $468,432.

    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).