Skip to content
Disclosery

Advyzon Investment Management, LLC: DSEP position timeline

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

Advyzon Investment Management, LLC held 71,876 DSEP 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 71,876 shares
    Change vs previous 13F -8,937 shares

    0.25% of the 13F portfolio, value $3,409,775.

    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 80,813 shares
    Change vs previous 13F -10,878 shares

    0.32% of the 13F portfolio, value $3,552,653.

    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 91,691 shares
    Change vs previous 13F -150 shares

    0.48% of the 13F portfolio, value $4,117,493.

    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 91,841 shares
    Change vs previous 13F -1,403 shares

    0.7% of the 13F portfolio, value $4,059,380.

    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 93,244 shares
    Change vs previous 13F -863 shares

    0.88% of the 13F portfolio, value $3,953,534.

    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 94,107 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $3,733,770.

    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 94,107 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,815,747.

    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).