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Advyzon Investment Management, LLC: SPLB position timeline

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

Advyzon Investment Management, LLC held 79,721 SPLB 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 79,721 shares
    Change vs previous 13F +3,600 shares

    0.13% of the 13F portfolio, value $1,785,743.

    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 76,121 shares
    Change vs previous 13F +3,395 shares

    0.15% of the 13F portfolio, value $1,691,410.

    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 72,726 shares
    Change vs previous 13F +2,838 shares

    0.19% of the 13F portfolio, value $1,642,156.

    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 69,888 shares
    Change vs previous 13F +17,460 shares

    0.28% of the 13F portfolio, value $1,615,814.

    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 52,428 shares
    Change vs previous 13F +1,219 shares

    0.26% of the 13F portfolio, value $1,183,295.

    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 51,209 shares
    Change vs previous 13F -3,533 shares

    0.41% of the 13F portfolio, value $1,155,782.

    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 54,742 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,216,925.

    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).