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Advyzon Investment Management, LLC: AVDE position timeline

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

Advyzon Investment Management, LLC held 69,309 AVDE 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 69,309 shares
    Change vs previous 13F +13,650 shares

    0.45% of the 13F portfolio, value $6,182,382.

    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 55,659 shares
    Change vs previous 13F +5,808 shares

    0.42% of the 13F portfolio, value $4,722,077.

    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 49,851 shares
    Change vs previous 13F +2,137 shares

    0.48% of the 13F portfolio, value $4,103,752.

    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 47,714 shares
    Change vs previous 13F +25,013 shares

    0.65% of the 13F portfolio, value $3,764,635.

    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 22,701 shares
    Change vs previous 13F +10,014 shares

    0.37% of the 13F portfolio, value $1,680,101.

    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 12,687 shares
    Change vs previous 13F +144 shares

    0.3% of the 13F portfolio, value $840,767.

    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 12,543 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $769,764.

    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).