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Advyzon Investment Management, LLC: TOTL position timeline

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

Advyzon Investment Management, LLC held 59,534 TOTL 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 59,534 shares
    Change vs previous 13F +6,565 shares

    0.17% of the 13F portfolio, value $2,349,807.

    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 52,969 shares
    Change vs previous 13F +2,844 shares

    0.19% of the 13F portfolio, value $2,104,448.

    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 50,125 shares
    Change vs previous 13F +12,039 shares

    0.23% of the 13F portfolio, value $2,017,550.

    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 38,086 shares
    Change vs previous 13F +1,960 shares

    0.27% of the 13F portfolio, value $1,545,147.

    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 36,126 shares
    Change vs previous 13F -3,144 shares

    0.32% of the 13F portfolio, value $1,449,024.

    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 39,270 shares
    Change vs previous 13F -2,734 shares

    0.56% of the 13F portfolio, value $1,582,186.

    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 42,004 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,654,548.

    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).