Advyzon Investment Management, LLC: SCHM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on SCHM, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 9,700 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,700 sharesChange vs previous 13F -557 shares
0.03% of the 13F portfolio, value $357,639.
13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,257 sharesChange vs previous 13F -1,044 shares
0.03% of the 13F portfolio, value $317,557.
13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,301 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $339,821.
13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,301 sharesChange vs previous 13F -2,280 shares
0.06% of the 13F portfolio, value $334,962.
13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,581 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $380,947.
13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).