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

Analyst IMS Investment Management Services Ltd. held 120,704 XLK 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 120,704 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $22,997,000.

    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 120,704 shares
    Change vs previous 13F +7,100 shares

    0.49% of the 13F portfolio, value $16,042,000.

    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 113,604 shares
    Change vs previous 13F +58,942 shares

    0.48% of the 13F portfolio, value $16,356,000.

    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 54,662 shares
    Change vs previous 13F +8,353 shares

    0.48% of the 13F portfolio, value $15,407,000.

    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 46,309 shares
    Change vs previous 13F +3,340 shares

    0.4% of the 13F portfolio, value $11,727,000.

    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 42,969 shares
    Change vs previous 13F +12,190 shares

    0.34% of the 13F portfolio, value $8,872,000.

    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 30,779 shares
    Change vs previous 13F +1,113 shares

    0.26% of the 13F portfolio, value $7,157,000.

    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 29,666 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,697,000.

    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).