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Advyzon Investment Management, LLC: SPEM position timeline

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

Advyzon Investment Management, LLC held 239,394 SPEM 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 239,394 shares
    Change vs previous 13F +14,789 shares

    0.9% of the 13F portfolio, value $12,395,833.

    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 224,605 shares
    Change vs previous 13F +1,268 shares

    0.94% of the 13F portfolio, value $10,536,220.

    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 223,337 shares
    Change vs previous 13F +12,818 shares

    1.21% of the 13F portfolio, value $10,454,411.

    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 210,519 shares
    Change vs previous 13F +23,196 shares

    1.69% of the 13F portfolio, value $9,854,399.

    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 187,323 shares
    Change vs previous 13F +4,730 shares

    1.77% of the 13F portfolio, value $8,006,189.

    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 182,593 shares
    Change vs previous 13F -8,008 shares

    2.54% of the 13F portfolio, value $7,188,668.

    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 190,601 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $7,313,364.

    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).