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Advyzon Investment Management, LLC: POCT position timeline

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

Advyzon Investment Management, LLC held 45,694 POCT 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 45,694 shares
    Change vs previous 13F -6,095 shares

    0.15% of the 13F portfolio, value $2,120,659.

    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 51,789 shares
    Change vs previous 13F -7,272 shares

    0.2% of the 13F portfolio, value $2,232,624.

    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 59,061 shares
    Change vs previous 13F +18,826 shares

    0.3% of the 13F portfolio, value $2,593,959.

    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 40,235 shares
    Change vs previous 13F -35,420 shares

    0.3% of the 13F portfolio, value $1,734,128.

    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 75,655 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,124,552.

    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).