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Advyzon Investment Management, LLC: QLD position timeline

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

Advyzon Investment Management, LLC held 7,894 QLD 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 7,894 shares
    Change vs previous 13F -441 shares

    0.06% of the 13F portfolio, value $763,823.

    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 8,335 shares
    Change vs previous 13F +1,911 shares

    0.05% of the 13F portfolio, value $508,435.

    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 6,424 shares
    Change vs previous 13F +4,139 shares

    0.05% of the 13F portfolio, value $452,314.

    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 2,285 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $313,502.

    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).