Skip to content
Disclosery

Advyzon Investment Management, LLC: IVW position timeline

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

Advyzon Investment Management, LLC held 83,089 IVW 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 83,089 shares
    Change vs previous 13F -22,735 shares

    0.83% of the 13F portfolio, value $11,427,225.

    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 105,824 shares
    Change vs previous 13F +34,619 shares

    1.07% of the 13F portfolio, value $11,969,701.

    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 71,205 shares
    Change vs previous 13F +59,682 shares

    1.02% of the 13F portfolio, value $8,776,726.

    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 11,523 shares
    Change vs previous 13F +6,829 shares

    0.24% of the 13F portfolio, value $1,391,152.

    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 4,694 shares
    Change vs previous 13F +1,750 shares

    0.11% of the 13F portfolio, value $516,857.

    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 2,944 shares
    Change vs previous 13F -1,196 shares

    0.1% of the 13F portfolio, value $273,254.

    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 4,140 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $420,290.

    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).