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Analyst IMS Investment Management Services Ltd.: XLF 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 XLF, newest first. How the timeline and the estimate are built.

Analyst IMS Investment Management Services Ltd. held 6,745 XLF 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 6,745 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $362,000.

    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 6,895 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $340,000.

    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 7,343 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $402,000.

    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 7,553 shares
    Change vs previous 13F -765 shares

    0.01% of the 13F portfolio, value $407,000.

    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 8,318 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $436,000.

    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 8,858 shares
    Change vs previous 13F -338 shares

    0.02% of the 13F portfolio, value $441,000.

    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 9,196 shares
    Change vs previous 13F -129 shares

    0.02% of the 13F portfolio, value $444,000.

    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 9,325 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $423,000.

    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).