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Advyzon Investment Management, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on AGG, newest first. How the timeline and the estimate are built.

Advyzon Investment Management, LLC held 32,615 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,615 shares
    Change vs previous 13F +4,218 shares

    0.23% of the 13F portfolio, value $3,228,273.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
    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 28,397 shares
    Change vs previous 13F +3,839 shares

    0.25% of the 13F portfolio, value $2,818,914.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
    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 24,558 shares
    Change vs previous 13F +10,799 shares

    0.28% of the 13F portfolio, value $2,452,830.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
    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 13,759 shares
    Change vs previous 13F +5,264 shares

    0.24% of the 13F portfolio, value $1,379,332.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
    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 8,495 shares
    Change vs previous 13F +6,160 shares

    0.19% of the 13F portfolio, value $842,709.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
    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 2,335 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $230,982.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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