Advyzon Investment Management, LLC: DFAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on DFAS, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 7,636 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,636 sharesChange vs previous 13F -222 shares
0.05% of the 13F portfolio, value $628,762.
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 7,858 sharesChange vs previous 13F +1,100 shares
0.05% of the 13F portfolio, value $558,951.
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 6,758 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $470,842.
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 6,758 sharesChange vs previous 13F +2,880 shares
0.08% of the 13F portfolio, value $462,664.
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 3,878 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $247,078.
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).