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Advyzon Investment Management, LLC: CTA position timeline

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

Advyzon Investment Management, LLC held 10,382 CTA 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 10,382 shares
    Change vs previous 13F -3,616 shares

    0.02% of the 13F portfolio, value $269,310.

    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 13,998 shares
    Change vs previous 13F +1,595 shares

    0.04% of the 13F portfolio, value $423,020.

    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 12,403 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $338,106.

    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).