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Advyzon Investment Management, LLC: STXV position timeline

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

Advyzon Investment Management, LLC held 102,047 STXV 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 102,047 shares
    Change vs previous 13F -43,541 shares

    0.28% of the 13F portfolio, value $3,868,602.

    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 145,588 shares
    Change vs previous 13F -77,478 shares

    0.46% of the 13F portfolio, value $5,115,255.

    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 223,066 shares
    Change vs previous 13F -193,944 shares

    0.87% of the 13F portfolio, value $7,463,261.

    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 417,010 shares
    Change vs previous 13F +6,534 shares

    2.32% of the 13F portfolio, value $13,490,607.

    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 410,476 shares
    Change vs previous 13F +14,041 shares

    2.8% of the 13F portfolio, value $12,652,800.

    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 396,435 shares
    Change vs previous 13F -2,386 shares

    4.28% of the 13F portfolio, value $12,095,232.

    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 398,821 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $11,767,692.

    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).