Advyzon Investment Management, LLC: DEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on DEA, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 30,059 DEA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 30,059 sharesChange vs previous 13F -899 shares
0.05% of the 13F portfolio, value $749,366.
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 30,958 sharesChange vs previous 13F +3,786 shares
0.06% of the 13F portfolio, value $663,439.
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 27,172 sharesChange vs previous 13F +6,650 shares
0.07% of the 13F portfolio, value $575,783.
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 20,522 sharesChange vs previous 13F +8,769 shares
0.08% of the 13F portfolio, value $470,579.
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 11,753 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $260,921.
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).