Advyzon Investment Management, LLC: OEF position timeline

Advyzon Investment Management, LLC held 2,483 OEF 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 2,483 shares

   Change vs previous 13F -530 shares

   0.07% of the 13F portfolio, value $908,289.

   13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,013 shares

   Change vs previous 13F -16,171 shares

   0.09% of the 13F portfolio, value $958,306.

   13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 19,184 shares

   Change vs previous 13F +16,168 shares

   0.76% of the 13F portfolio, value $6,579,557.

   13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,016 shares

   Change vs previous 13F +2,320 shares

   0.17% of the 13F portfolio, value $1,003,904.

   13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 696 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $211,934.

   13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).