Advyzon Investment Management, LLC: IYW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on IYW, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 5,031 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,031 sharesChange vs previous 13F -771 shares
0.09% of the 13F portfolio, value $1,268,985.
13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,802 sharesChange vs previous 13F +2,618 shares
0.09% of the 13F portfolio, value $1,052,608.
13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,184 sharesChange vs previous 13F +1,408 shares
0.07% of the 13F portfolio, value $635,793.
13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,776 sharesChange vs previous 13F -422 shares
0.06% of the 13F portfolio, value $347,755.
13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,198 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $380,774.
13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).