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Advyzon Investment Management, LLC: SMIZ position timeline

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

Advyzon Investment Management, LLC held 52,211 SMIZ 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 52,211 shares
    Change vs previous 13F +6,511 shares

    0.17% of the 13F portfolio, value $2,329,669.

    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 45,700 shares
    Change vs previous 13F +9,150 shares

    0.15% of the 13F portfolio, value $1,694,111.

    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 36,550 shares
    Change vs previous 13F +14,258 shares

    0.16% of the 13F portfolio, value $1,351,985.

    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 22,292 shares
    Change vs previous 13F +6,091 shares

    0.14% of the 13F portfolio, value $832,606.

    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 16,201 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $549,052.

    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).