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Advyzon Investment Management, LLC: DTCR position timeline

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

Advyzon Investment Management, LLC held 46,258 DTCR 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 46,258 shares
    Change vs previous 13F +5,439 shares

    0.1% of the 13F portfolio, value $1,404,841.

    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 40,819 shares
    Change vs previous 13F +23,967 shares

    0.09% of the 13F portfolio, value $978,012.

    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 16,852 shares
    Change vs previous 13F -1,144 shares

    0.04% of the 13F portfolio, value $355,569.

    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 17,996 shares
    Change vs previous 13F +422 shares

    0.06% of the 13F portfolio, value $368,551.

    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 17,574 shares
    Change vs previous 13F +362 shares

    0.07% of the 13F portfolio, value $327,579.

    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 17,212 shares
    Change vs previous 13F -3,421 shares

    0.1% of the 13F portfolio, value $279,867.

    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 20,633 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $341,476.

    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).