Skip to content
Disclosery

Advyzon Investment Management, LLC: SCHP position timeline

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

Advyzon Investment Management, LLC held 129,025 SCHP 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 129,025 shares
    Change vs previous 13F +10,573 shares

    0.25% of the 13F portfolio, value $3,419,182.

    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 118,452 shares
    Change vs previous 13F -4,307 shares

    0.28% of the 13F portfolio, value $3,151,993.

    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 122,759 shares
    Change vs previous 13F +4,361 shares

    0.38% of the 13F portfolio, value $3,251,898.

    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 118,398 shares
    Change vs previous 13F +15,635 shares

    0.55% of the 13F portfolio, value $3,190,831.

    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 102,763 shares
    Change vs previous 13F +1,715 shares

    0.61% of the 13F portfolio, value $2,741,717.

    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 101,048 shares
    Change vs previous 13F +80,561 shares

    0.96% of the 13F portfolio, value $2,717,187.

    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 20,487 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $529,183.

    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).