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Analyst IMS Investment Management Services Ltd.: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Analyst IMS Investment Management Services Ltd. on XLC, newest first. How the timeline and the estimate are built.

Analyst IMS Investment Management Services Ltd. held 347,509 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,509 shares
    Change vs previous 13F +93,890 shares

    0.87% of the 13F portfolio, value $37,229,000.

    13F-HR 0001178913-26-003635 filed by Analyst IMS Investment Management Services Ltd.
    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 253,619 shares
    Change vs previous 13F +1,690 shares

    0.85% of the 13F portfolio, value $28,116,000.

    13F-HR 0001178913-26-002187 filed by Analyst IMS Investment Management Services Ltd.
    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 251,929 shares
    Change vs previous 13F +25,475 shares

    0.86% of the 13F portfolio, value $29,657,000.

    13F-HR 0001178913-26-000166 filed by Analyst IMS Investment Management Services Ltd.
    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 226,454 shares
    Change vs previous 13F +25,904 shares

    0.83% of the 13F portfolio, value $26,805,000.

    13F-HR 0001178913-25-003513 filed by Analyst IMS Investment Management Services Ltd.
    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 200,550 shares
    Change vs previous 13F +33,460 shares

    0.74% of the 13F portfolio, value $21,766,000.

    13F-HR 0001178913-25-002595 filed by Analyst IMS Investment Management Services Ltd.
    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 167,090 shares
    Change vs previous 13F +37,658 shares

    0.63% of the 13F portfolio, value $16,116,000.

    13F-HR 0001178913-25-001354 filed by Analyst IMS Investment Management Services Ltd.
    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 129,432 shares
    Change vs previous 13F -3,019 shares

    0.46% of the 13F portfolio, value $12,530,000.

    13F-HR 0001178913-25-000375 filed by Analyst IMS Investment Management Services Ltd.
    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 132,451 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $11,974,000.

    13F-HR 0001178913-24-003569 filed by Analyst IMS Investment Management Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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