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Advyzon Investment Management, LLC: CGMU position timeline

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

Advyzon Investment Management, LLC held 163,883 CGMU 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 163,883 shares
    Change vs previous 13F +10,929 shares

    0.33% of the 13F portfolio, value $4,501,867.

    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 152,954 shares
    Change vs previous 13F +3,652 shares

    0.37% of the 13F portfolio, value $4,152,698.

    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 149,302 shares
    Change vs previous 13F +35,256 shares

    0.47% of the 13F portfolio, value $4,087,892.

    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 114,046 shares
    Change vs previous 13F +989 shares

    0.53% of the 13F portfolio, value $3,112,305.

    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 113,057 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,017,497.

    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).