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Advyzon Investment Management, LLC: JULW position timeline

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

Advyzon Investment Management, LLC held 208,320 JULW 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 208,320 shares
    Change vs previous 13F +80,656 shares

    0.62% of the 13F portfolio, value $8,503,622.

    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 127,664 shares
    Change vs previous 13F +64,261 shares

    0.44% of the 13F portfolio, value $4,954,857.

    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 63,403 shares
    Change vs previous 13F +56,572 shares

    0.29% of the 13F portfolio, value $2,480,325.

    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 6,831 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $262,345.

    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).