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Advyzon Investment Management, LLC: FUMB position timeline

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

Advyzon Investment Management, LLC held 13,452 FUMB 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 13,452 shares
    Change vs previous 13F -1,270 shares

    0.02% of the 13F portfolio, value $269,780.

    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 14,722 shares
    Change vs previous 13F +320 shares

    0.03% of the 13F portfolio, value $295,184.

    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 14,402 shares
    Change vs previous 13F +850 shares

    0.03% of the 13F portfolio, value $288,906.

    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 13,552 shares
    Change vs previous 13F +367 shares

    0.05% of the 13F portfolio, value $272,395.

    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 13,185 shares
    Change vs previous 13F -1,973 shares

    0.06% of the 13F portfolio, value $265,019.

    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 15,158 shares
    Change vs previous 13F -73 shares

    0.11% of the 13F portfolio, value $304,600.

    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 15,231 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $305,991.

    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).