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Advyzon Investment Management, LLC: PFF position timeline

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

Advyzon Investment Management, LLC held 136,177 PFF 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 136,177 shares
    Change vs previous 13F +110,807 shares

    0.3% of the 13F portfolio, value $4,152,019.

    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 25,370 shares
    Change vs previous 13F -2,148 shares

    0.07% of the 13F portfolio, value $769,221.

    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 27,518 shares
    Change vs previous 13F +2,071 shares

    0.1% of the 13F portfolio, value $851,968.

    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 25,447 shares
    Change vs previous 13F +13,435 shares

    0.14% of the 13F portfolio, value $804,644.

    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 12,012 shares
    Change vs previous 13F -894 shares

    0.08% of the 13F portfolio, value $368,533.

    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 12,906 shares
    Change vs previous 13F +1,827 shares

    0.14% of the 13F portfolio, value $396,606.

    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 11,079 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $348,328.

    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).