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Advyzon Investment Management, LLC: MUB position timeline

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

Advyzon Investment Management, LLC held 74,851 MUB 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 74,851 shares
    Change vs previous 13F -20,254 shares

    0.58% of the 13F portfolio, value $8,055,474.

    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 95,105 shares
    Change vs previous 13F +22,573 shares

    0.9% of the 13F portfolio, value $10,095,390.

    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 72,532 shares
    Change vs previous 13F +31,106 shares

    0.9% of the 13F portfolio, value $7,768,890.

    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 41,426 shares
    Change vs previous 13F +6,349 shares

    0.76% of the 13F portfolio, value $4,411,425.

    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 35,077 shares
    Change vs previous 13F +20,743 shares

    0.81% of the 13F portfolio, value $3,664,814.

    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 14,334 shares
    Change vs previous 13F +87 shares

    0.53% of the 13F portfolio, value $1,511,397.

    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 14,247 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,518,010.

    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).