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Advyzon Investment Management, LLC: TLT position timeline

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

Advyzon Investment Management, LLC held 12,375 TLT 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 12,375 shares
    Change vs previous 13F +335 shares

    0.08% of the 13F portfolio, value $1,069,453.

    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 12,040 shares
    Change vs previous 13F -1,744 shares

    0.09% of the 13F portfolio, value $1,043,752.

    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 13,784 shares
    Change vs previous 13F +124 shares

    0.14% of the 13F portfolio, value $1,201,447.

    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 13,660 shares
    Change vs previous 13F +2,233 shares

    0.21% of the 13F portfolio, value $1,220,757.

    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 11,427 shares
    Change vs previous 13F +4,758 shares

    0.22% of the 13F portfolio, value $1,008,438.

    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 6,669 shares
    Change vs previous 13F +91 shares

    0.21% of the 13F portfolio, value $607,084.

    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 6,578 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $574,485.

    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).