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Advyzon Investment Management, LLC: PDBC position timeline

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

Advyzon Investment Management, LLC held 436,306 PDBC 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 436,306 shares
    Change vs previous 13F +66,358 shares

    0.5% of the 13F portfolio, value $6,928,546.

    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 369,948 shares
    Change vs previous 13F +87,900 shares

    0.57% of the 13F portfolio, value $6,407,492.

    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 282,048 shares
    Change vs previous 13F +169,183 shares

    0.43% of the 13F portfolio, value $3,737,132.

    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 112,865 shares
    Change vs previous 13F +61,939 shares

    0.26% of the 13F portfolio, value $1,515,777.

    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 50,926 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $664,075.

    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).