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Advyzon Investment Management, LLC: BND position timeline

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

Advyzon Investment Management, LLC held 313,487 BND 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 313,487 shares
    Change vs previous 13F +67,290 shares

    1.67% of the 13F portfolio, value $23,013,101.

    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 246,197 shares
    Change vs previous 13F +25,860 shares

    1.62% of the 13F portfolio, value $18,129,939.

    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 220,337 shares
    Change vs previous 13F +8,696 shares

    1.89% of the 13F portfolio, value $16,320,334.

    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 211,641 shares
    Change vs previous 13F +25,957 shares

    2.7% of the 13F portfolio, value $15,739,793.

    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 185,684 shares
    Change vs previous 13F +1,843 shares

    3.03% of the 13F portfolio, value $13,671,924.

    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 183,841 shares
    Change vs previous 13F -3,185 shares

    4.77% of the 13F portfolio, value $13,503,135.

    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 187,026 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $13,449,029.

    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).