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Disclosery

Advyzon Investment Management, LLC: DISV position timeline

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

Advyzon Investment Management, LLC held 9,781 DISV 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 9,781 shares
    Change vs previous 13F -405 shares

    0.03% of the 13F portfolio, value $392,528.

    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 10,186 shares
    Change vs previous 13F +2,852 shares

    0.04% of the 13F portfolio, value $401,736.

    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 7,334 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $278,692.

    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 7,334 shares
    Change vs previous 13F -17 shares

    0.04% of the 13F portfolio, value $261,750.

    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 7,351 shares
    Change vs previous 13F +7,243 shares

    0.05% of the 13F portfolio, value $241,921.

    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 108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,148.

    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).