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Advyzon Investment Management, LLC: FLOT position timeline

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

Advyzon Investment Management, LLC held 8,934 FLOT 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 8,934 shares
    Change vs previous 13F -23,246 shares

    0.03% of the 13F portfolio, value $456,080.

    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 32,180 shares
    Change vs previous 13F -12,696 shares

    0.15% of the 13F portfolio, value $1,639,574.

    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 44,876 shares
    Change vs previous 13F +6,115 shares

    0.26% of the 13F portfolio, value $2,282,393.

    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 38,761 shares
    Change vs previous 13F +11,914 shares

    0.34% of the 13F portfolio, value $1,980,104.

    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 26,847 shares
    Change vs previous 13F +19,846 shares

    0.3% of the 13F portfolio, value $1,369,734.

    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 7,001 shares
    Change vs previous 13F +1,849 shares

    0.13% of the 13F portfolio, value $357,401.

    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 5,152 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $262,134.

    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).