Skip to content
Disclosery

Advyzon Investment Management, LLC: IVE position timeline

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

Advyzon Investment Management, LLC held 35,059 IVE 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 35,059 shares
    Change vs previous 13F -18,733 shares

    0.58% of the 13F portfolio, value $7,960,584.

    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 53,792 shares
    Change vs previous 13F +9,848 shares

    1.02% of the 13F portfolio, value $11,358,199.

    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 43,944 shares
    Change vs previous 13F +40,586 shares

    1.08% of the 13F portfolio, value $9,319,177.

    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 3,358 shares
    Change vs previous 13F +1,832 shares

    0.12% of the 13F portfolio, value $693,488.

    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 1,526 shares
    Change vs previous 13F +394 shares

    0.07% of the 13F portfolio, value $298,222.

    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 1,132 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $215,805.

    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 1,143 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $218,138.

    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).