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Advyzon Investment Management, LLC: ANGL position timeline

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

Advyzon Investment Management, LLC held 147,391 ANGL 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 147,391 shares
    Change vs previous 13F +3,477 shares

    0.31% of the 13F portfolio, value $4,309,703.

    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 143,914 shares
    Change vs previous 13F -3,846 shares

    0.37% of the 13F portfolio, value $4,133,215.

    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 147,760 shares
    Change vs previous 13F +3,258 shares

    0.5% of the 13F portfolio, value $4,338,958.

    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 144,502 shares
    Change vs previous 13F +19,276 shares

    0.74% of the 13F portfolio, value $4,296,052.

    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 125,226 shares
    Change vs previous 13F +876 shares

    0.81% of the 13F portfolio, value $3,666,617.

    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 124,350 shares
    Change vs previous 13F -90,582 shares

    1.27% of the 13F portfolio, value $3,588,740.

    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).

  7. period ended2024-12-31
    13F 214,932 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $6,162,095.

    13F-HR 0002011872-25-000001 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).