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Disclosery

Investment Management Trust, LLC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Management Trust, LLC on XLP, newest first. How the timeline and the estimate are built.

Investment Management Trust, LLC held 8,099 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,099 shares
    Change vs previous 13F -3,744 shares

    0.6% of the 13F portfolio, value $672,748.

    13F-HR 0002131759-26-000002 filed by Investment Management Trust, 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 11,843 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $970,899.

    13F-HR 0002131759-26-000001 filed by Investment Management Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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