Skip to content
Disclosery

Advyzon Investment Management, LLC: OCTW position timeline

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

Advyzon Investment Management, LLC held 207,260 OCTW 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 207,260 shares
    Change vs previous 13F +76,165 shares

    0.62% of the 13F portfolio, value $8,479,007.

    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 131,095 shares
    Change vs previous 13F +67,614 shares

    0.45% of the 13F portfolio, value $5,043,225.

    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 63,481 shares
    Change vs previous 13F +56,646 shares

    0.29% of the 13F portfolio, value $2,475,759.

    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 6,835 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $261,989.

    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).