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Advyzon Investment Management, LLC: META position timeline

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

Advyzon Investment Management, LLC held 15,593 META 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 15,593 shares
    Change vs previous 13F +1,696 shares

    0.64% of the 13F portfolio, value $8,783,767.

    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 13,897 shares
    Change vs previous 13F +737 shares

    0.71% of the 13F portfolio, value $7,950,904.

    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 13,160 shares
    Change vs previous 13F +3,850 shares

    1.01% of the 13F portfolio, value $8,686,400.

    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 9,310 shares
    Change vs previous 13F +2,620 shares

    1.17% of the 13F portfolio, value $6,836,789.

    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 6,690 shares
    Change vs previous 13F +1,374 shares

    1.09% of the 13F portfolio, value $4,938,161.

    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 5,316 shares
    Change vs previous 13F +91 shares

    1.08% of the 13F portfolio, value $3,063,722.

    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 5,225 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,059,497.

    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).