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Advyzon Investment Management, LLC: SPDW position timeline

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

Advyzon Investment Management, LLC held 367,693 SPDW 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 367,693 shares
    Change vs previous 13F +2,644 shares

    1.34% of the 13F portfolio, value $18,528,059.

    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 365,049 shares
    Change vs previous 13F -3,278 shares

    1.49% of the 13F portfolio, value $16,664,486.

    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 368,327 shares
    Change vs previous 13F +26,119 shares

    1.9% of the 13F portfolio, value $16,357,408.

    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 342,208 shares
    Change vs previous 13F +18,903 shares

    2.51% of the 13F portfolio, value $14,643,078.

    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 323,305 shares
    Change vs previous 13F -10,947 shares

    2.9% of the 13F portfolio, value $13,090,626.

    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 334,252 shares
    Change vs previous 13F -14,882 shares

    4.3% of the 13F portfolio, value $12,170,110.

    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 349,134 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $11,915,947.

    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).