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Advyzon Investment Management, LLC: BAI position timeline

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

Advyzon Investment Management, LLC held 97,900 BAI 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 97,900 shares
    Change vs previous 13F -46,840 shares

    0.37% of the 13F portfolio, value $5,161,288.

    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 144,740 shares
    Change vs previous 13F +46,654 shares

    0.43% of the 13F portfolio, value $4,769,194.

    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 98,086 shares
    Change vs previous 13F +86,365 shares

    0.38% of the 13F portfolio, value $3,266,267.

    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 11,721 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $400,399.

    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).