Skip to content
Disclosery

Advyzon Investment Management, LLC: PM position timeline

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

Advyzon Investment Management, LLC held 24,164 PM 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 24,164 shares
    Change vs previous 13F +1,528 shares

    0.32% of the 13F portfolio, value $4,371,529.

    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 22,636 shares
    Change vs previous 13F +1,315 shares

    0.34% of the 13F portfolio, value $3,742,632.

    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 21,321 shares
    Change vs previous 13F +11,117 shares

    0.4% of the 13F portfolio, value $3,419,813.

    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 10,204 shares
    Change vs previous 13F +4,285 shares

    0.28% of the 13F portfolio, value $1,655,135.

    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 5,919 shares
    Change vs previous 13F +2,211 shares

    0.24% of the 13F portfolio, value $1,078,043.

    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 3,708 shares
    Change vs previous 13F +704 shares

    0.21% of the 13F portfolio, value $588,503.

    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 3,004 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $361,497.

    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).