Skip to content
Disclosery

Advyzon Investment Management, LLC: MSFT position timeline

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

Advyzon Investment Management, LLC held 35,442 MSFT 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 35,442 shares
    Change vs previous 13F +4,110 shares

    0.96% of the 13F portfolio, value $13,220,484.

    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 31,332 shares
    Change vs previous 13F +91 shares

    1.04% of the 13F portfolio, value $11,598,322.

    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 31,241 shares
    Change vs previous 13F +10,011 shares

    1.75% of the 13F portfolio, value $15,108,939.

    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 21,230 shares
    Change vs previous 13F +2,259 shares

    1.89% of the 13F portfolio, value $10,995,952.

    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 18,971 shares
    Change vs previous 13F +6,949 shares

    2.09% of the 13F portfolio, value $9,436,275.

    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 12,022 shares
    Change vs previous 13F +3,988 shares

    1.6% of the 13F portfolio, value $4,512,900.

    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 8,034 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,386,181.

    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).