Advyzon Investment Management, LLC: DFSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on DFSD, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 16,748 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 16,748 sharesChange vs previous 13F +274 shares
0.06% of the 13F portfolio, value $799,731.
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 16,474 sharesChange vs previous 13F +3,321 shares
0.07% of the 13F portfolio, value $788,765.
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 13,153 sharesChange vs previous 13F +3,498 shares
0.07% of the 13F portfolio, value $630,670.
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 9,655 sharesChange vs previous 13F +4,443 shares
0.08% of the 13F portfolio, value $465,274.
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 5,212 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $250,226.
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).