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Advyzon Investment Management, LLC: IUS position timeline

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

Advyzon Investment Management, LLC held 29,030 IUS 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 29,030 shares
    Change vs previous 13F +894 shares

    0.14% of the 13F portfolio, value $1,903,787.

    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 28,136 shares
    Change vs previous 13F +1,281 shares

    0.15% of the 13F portfolio, value $1,629,466.

    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 26,855 shares
    Change vs previous 13F +19,674 shares

    0.18% of the 13F portfolio, value $1,535,043.

    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 7,181 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $396,463.

    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).