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Advyzon Investment Management, LLC: SPIB position timeline

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

Advyzon Investment Management, LLC held 24,170 SPIB 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 24,170 shares
    Change vs previous 13F +2,965 shares

    0.06% of the 13F portfolio, value $808,718.

    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 21,205 shares
    Change vs previous 13F +2,980 shares

    0.06% of the 13F portfolio, value $711,206.

    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 18,225 shares
    Change vs previous 13F +7,711 shares

    0.07% of the 13F portfolio, value $616,195.

    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 10,514 shares
    Change vs previous 13F +1,007 shares

    0.06% of the 13F portfolio, value $356,312.

    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 9,507 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $319,244.

    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).