Position in XPO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,282,651
-$107,992 QoQ
Shares Held
6,248
-12.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#344
of 748 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026IMA Advisory Services, Inc. holds $4,745,221 across 4 Trucking names. XPO ranks #2 (27.0% of the industry book) .
All Filings in XPO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,651 | 6,248 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,390,643 | 7,148 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $982,085 | 7,226 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $945,480 | 7,314 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $891,986 | 7,063 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $517,997 | 4,815 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $605,388 | 4,616 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $420,579 | 3,912 | Shares | Sole | 2024-11-14 | |
| 2020-09-30 | $1,608 | 19 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||