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Advyzon Investment Management, LLC: FTSM position timeline

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

Advyzon Investment Management, LLC held 7,900 FTSM 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 7,900 shares
    Change vs previous 13F -4,217 shares

    0.03% of the 13F portfolio, value $471,867.

    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 12,117 shares
    Change vs previous 13F -2,695 shares

    0.06% of the 13F portfolio, value $724,354.

    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 14,812 shares
    Change vs previous 13F -12,819 shares

    0.1% of the 13F portfolio, value $887,683.

    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 27,631 shares
    Change vs previous 13F -6,957 shares

    0.28% of the 13F portfolio, value $1,655,402.

    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 34,588 shares
    Change vs previous 13F -3,009 shares

    0.46% of the 13F portfolio, value $2,070,784.

    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 37,597 shares
    Change vs previous 13F +9,420 shares

    0.8% of the 13F portfolio, value $2,249,804.

    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 28,177 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,684,139.

    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).