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Advyzon Investment Management, LLC: BUXX position timeline

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

Advyzon Investment Management, LLC held 123,440 BUXX 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 123,440 shares
    Change vs previous 13F -40,434 shares

    0.18% of the 13F portfolio, value $2,498,426.

    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 163,874 shares
    Change vs previous 13F -63,216 shares

    0.3% of the 13F portfolio, value $3,317,629.

    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 227,090 shares
    Change vs previous 13F -100,375 shares

    0.53% of the 13F portfolio, value $4,596,302.

    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 327,465 shares
    Change vs previous 13F +10,095 shares

    1.14% of the 13F portfolio, value $6,640,990.

    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 317,370 shares
    Change vs previous 13F +20,066 shares

    1.43% of the 13F portfolio, value $6,448,966.

    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 297,304 shares
    Change vs previous 13F +74,493 shares

    2.13% of the 13F portfolio, value $6,038,244.

    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 222,811 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,518,607.

    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).