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Advyzon Investment Management, LLC: BAR position timeline

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

Advyzon Investment Management, LLC held 211,478 BAR 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 211,478 shares
    Change vs previous 13F -226,513 shares

    0.61% of the 13F portfolio, value $8,359,725.

    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 437,991 shares
    Change vs previous 13F -13,976 shares

    1.81% of the 13F portfolio, value $20,204,524.

    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 451,967 shares
    Change vs previous 13F +160,422 shares

    2.23% of the 13F portfolio, value $19,204,078.

    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 291,545 shares
    Change vs previous 13F -31,237 shares

    1.9% of the 13F portfolio, value $11,096,203.

    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 322,782 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $10,535,604.

    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).