Advyzon Investment Management, LLC: ST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on ST, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 15,967 ST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 15,967 sharesChange vs previous 13F -1,055 shares
0.06% of the 13F portfolio, value $762,269.
13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,022 sharesChange vs previous 13F -769 shares
0.05% of the 13F portfolio, value $599,521.
13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,791 sharesChange vs previous 13F +11,019 shares
0.07% of the 13F portfolio, value $592,267.
13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,772 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $206,896.
13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).