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Advyzon Investment Management, LLC: STXD position timeline

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

Advyzon Investment Management, LLC held 7,798 STXD 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 7,798 shares
    Change vs previous 13F -78 shares

    0.02% of the 13F portfolio, value $310,251.

    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 7,876 shares
    Change vs previous 13F -5,113 shares

    0.03% of the 13F portfolio, value $279,565.

    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 12,989 shares
    Change vs previous 13F -177 shares

    0.06% of the 13F portfolio, value $481,315.

    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 13,166 shares
    Change vs previous 13F +994 shares

    0.08% of the 13F portfolio, value $480,921.

    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 12,172 shares
    Change vs previous 13F -924 shares

    0.09% of the 13F portfolio, value $422,860.

    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 13,096 shares
    Change vs previous 13F -79 shares

    0.15% of the 13F portfolio, value $424,234.

    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 13,175 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $430,467.

    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).