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Advyzon Investment Management, LLC: AVEM position timeline

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

Advyzon Investment Management, LLC held 51,737 AVEM 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 51,737 shares
    Change vs previous 13F +13,294 shares

    0.36% of the 13F portfolio, value $4,992,147.

    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 38,443 shares
    Change vs previous 13F +10,566 shares

    0.28% of the 13F portfolio, value $3,097,733.

    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 27,877 shares
    Change vs previous 13F +5,438 shares

    0.25% of the 13F portfolio, value $2,147,096.

    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 22,439 shares
    Change vs previous 13F +15,867 shares

    0.29% of the 13F portfolio, value $1,685,375.

    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 6,572 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $450,445.

    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).