Advyzon Investment Management, LLC: ITOT position timeline

Advyzon Investment Management, LLC held 8,185 ITOT 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 8,185 shares

   Change vs previous 13F -568 shares

   0.1% of the 13F portfolio, value $1,344,611.

   13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,753 shares

   Change vs previous 13F +4,696 shares

   0.11% of the 13F portfolio, value $1,246,599.

   13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,057 shares

   Change vs previous 13F -683 shares

   0.07% of the 13F portfolio, value $603,309.

   13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,740 shares

   Change vs previous 13F +715 shares

   0.12% of the 13F portfolio, value $690,439.

   13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,025 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $543,480.

   13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).