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Advyzon Investment Management, LLC: CGUS position timeline

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

Advyzon Investment Management, LLC held 85,585 CGUS 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 85,585 shares
    Change vs previous 13F -8,389 shares

    0.28% of the 13F portfolio, value $3,806,821.

    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 93,974 shares
    Change vs previous 13F +14,857 shares

    0.32% of the 13F portfolio, value $3,610,481.

    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 79,117 shares
    Change vs previous 13F +45,478 shares

    0.37% of the 13F portfolio, value $3,182,877.

    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 33,639 shares
    Change vs previous 13F -610 shares

    0.23% of the 13F portfolio, value $1,330,086.

    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 34,249 shares
    Change vs previous 13F +260 shares

    0.28% of the 13F portfolio, value $1,264,816.

    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 33,989 shares
    Change vs previous 13F +32 shares

    0.4% of the 13F portfolio, value $1,135,233.

    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 33,957 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,187,476.

    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).