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Advyzon Investment Management, LLC: IXUS position timeline

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

Advyzon Investment Management, LLC held 28,397 IXUS 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 28,397 shares
    Change vs previous 13F -1,150 shares

    0.2% of the 13F portfolio, value $2,710,227.

    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 29,547 shares
    Change vs previous 13F +646 shares

    0.23% of the 13F portfolio, value $2,559,956.

    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 28,901 shares
    Change vs previous 13F +2,291 shares

    0.28% of the 13F portfolio, value $2,446,184.

    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 26,610 shares
    Change vs previous 13F +3,745 shares

    0.38% of the 13F portfolio, value $2,197,433.

    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 22,865 shares
    Change vs previous 13F +15,090 shares

    0.39% of the 13F portfolio, value $1,767,681.

    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 7,775 shares
    Change vs previous 13F +4,442 shares

    0.19% of the 13F portfolio, value $542,798.

    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 3,333 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $220,468.

    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).