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Advyzon Investment Management, LLC: CEF position timeline

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

Advyzon Investment Management, LLC held 6,554 CEF 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 6,554 shares
    Change vs previous 13F -236 shares

    0.02% of the 13F portfolio, value $263,667.

    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 6,790 shares
    Change vs previous 13F +221 shares

    0.03% of the 13F portfolio, value $324,018.

    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 6,569 shares
    Change vs previous 13F -715 shares

    0.03% of the 13F portfolio, value $300,860.

    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 7,284 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $267,250.

    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 7,284 shares
    Change vs previous 13F +7,077 shares

    0.05% of the 13F portfolio, value $219,248.

    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 207 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,881.

    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).