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Advyzon Investment Management, LLC: HYG position timeline

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

Advyzon Investment Management, LLC held 78,493 HYG 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 78,493 shares
    Change vs previous 13F +48,056 shares

    0.46% of the 13F portfolio, value $6,277,057.

    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 30,437 shares
    Change vs previous 13F -24,025 shares

    0.22% of the 13F portfolio, value $2,421,565.

    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 54,462 shares
    Change vs previous 13F +29,490 shares

    0.51% of the 13F portfolio, value $4,391,231.

    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 24,972 shares
    Change vs previous 13F +4,409 shares

    0.35% of the 13F portfolio, value $2,027,512.

    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 20,563 shares
    Change vs previous 13F +6,776 shares

    0.37% of the 13F portfolio, value $1,658,394.

    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 13,787 shares
    Change vs previous 13F +6,661 shares

    0.38% of the 13F portfolio, value $1,087,644.

    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 7,126 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $560,445.

    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).