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Disclosery

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV on XLE, newest first. How the timeline and the estimate are built.

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV held 16,573 XLE 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 16,573 shares
    Change vs previous 13F -71 shares

    0.31% of the 13F portfolio, value $880,168.

    13F-HR 0001062993-26-003755 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /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 16,644 shares
    Change vs previous 13F -96 shares

    0.42% of the 13F portfolio, value $1,019,628.

    13F-HR 0001062993-26-002167 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /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 16,740 shares
    Change vs previous 13F +8,362 shares

    0.31% of the 13F portfolio, value $748,445.

    13F-HR 0001062993-26-000599 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /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 8,378 shares
    Change vs previous 13F +20 shares

    0.32% of the 13F portfolio, value $748,522.

    13F-HR 0001062993-25-016269 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /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 8,358 shares
    Change vs previous 13F +57 shares

    0.33% of the 13F portfolio, value $708,819.

    13F-HR 0001062993-25-013033 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /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 8,301 shares
    Change vs previous 13F -277 shares

    0.39% of the 13F portfolio, value $775,705.

    13F-HR 0001062993-25-008155 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /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 8,578 shares
    Change vs previous 13F -261 shares

    0.36% of the 13F portfolio, value $734,791.

    13F-HR 0001062993-25-001454 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    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 8,839 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $776,046.

    13F-HR 0001062993-24-018055 filed by INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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