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Advyzon Investment Management, LLC: DBMF position timeline

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

Advyzon Investment Management, LLC held 120,703 DBMF 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 120,703 shares
    Change vs previous 13F +21,213 shares

    0.27% of the 13F portfolio, value $3,694,726.

    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 99,490 shares
    Change vs previous 13F +70,788 shares

    0.27% of the 13F portfolio, value $2,999,603.

    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 28,702 shares
    Change vs previous 13F +17,287 shares

    0.09% of the 13F portfolio, value $805,387.

    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 11,415 shares
    Change vs previous 13F +421 shares

    0.05% of the 13F portfolio, value $311,738.

    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 10,994 shares
    Change vs previous 13F +455 shares

    0.06% of the 13F portfolio, value $282,882.

    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 10,539 shares
    Change vs previous 13F +1,088 shares

    0.09% of the 13F portfolio, value $266,215.

    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 9,451 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $247,238.

    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).