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Disclosery

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV: XLF 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 XLF, newest first. How the timeline and the estimate are built.

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV held 22,074 XLF 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 22,074 shares
    Change vs previous 13F +390 shares

    0.41% of the 13F portfolio, value $1,183,390.

    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 21,684 shares
    Change vs previous 13F -245 shares

    0.44% of the 13F portfolio, value $1,070,529.

    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 21,929 shares
    Change vs previous 13F -174 shares

    0.5% of the 13F portfolio, value $1,201,027.

    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 22,103 shares
    Change vs previous 13F -36 shares

    0.51% of the 13F portfolio, value $1,190,690.

    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 22,139 shares
    Change vs previous 13F +36 shares

    0.54% of the 13F portfolio, value $1,159,401.

    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 22,103 shares
    Change vs previous 13F -63,514 shares

    0.56% of the 13F portfolio, value $1,100,949.

    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 85,617 shares
    Change vs previous 13F +5,727 shares

    1.89% of the 13F portfolio, value $3,880,167.

    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 79,890 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,620,632.

    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).