Advyzon Investment Management, LLC: DBA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on DBA, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 13,112 DBA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 13,112 sharesChange vs previous 13F +50 shares
0.03% of the 13F portfolio, value $349,697.
13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,062 sharesChange vs previous 13F +2,428 shares
0.03% of the 13F portfolio, value $356,854.
13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,634 sharesChange vs previous 13F +1,687 shares
0.03% of the 13F portfolio, value $271,380.
13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,947 sharesChange vs previous 13F +523 shares
0.04% of the 13F portfolio, value $239,422.
13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,424 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $220,288.
13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).