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Advyzon Investment Management, LLC: BTAL position timeline

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

Advyzon Investment Management, LLC held 26,347 BTAL 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 26,347 shares
    Change vs previous 13F -8,570 shares

    0.02% of the 13F portfolio, value $293,769.

    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 34,917 shares
    Change vs previous 13F +11,724 shares

    0.04% of the 13F portfolio, value $487,441.

    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 23,193 shares
    Change vs previous 13F +11,636 shares

    0.04% of the 13F portfolio, value $333,747.

    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 11,557 shares
    Change vs previous 13F -46,327 shares

    0.03% of the 13F portfolio, value $183,987.

    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 57,884 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,024,547.

    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).