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Advyzon Investment Management, LLC: SRET position timeline

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

Advyzon Investment Management, LLC held 23,585 SRET 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 23,585 shares
    Change vs previous 13F -871 shares

    0.04% of the 13F portfolio, value $534,672.

    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 24,456 shares
    Change vs previous 13F +6,972 shares

    0.05% of the 13F portfolio, value $518,467.

    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 17,484 shares
    Change vs previous 13F +1,174 shares

    0.04% of the 13F portfolio, value $380,732.

    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 16,310 shares
    Change vs previous 13F +553 shares

    0.06% of the 13F portfolio, value $352,948.

    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 15,757 shares
    Change vs previous 13F +3,645 shares

    0.07% of the 13F portfolio, value $333,418.

    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 12,112 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $256,774.

    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).