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Advyzon Investment Management, LLC: TQQQ position timeline

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

Advyzon Investment Management, LLC held 53,291 TQQQ 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 53,291 shares
    Change vs previous 13F +19,514 shares

    0.31% of the 13F portfolio, value $4,316,571.

    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 33,777 shares
    Change vs previous 13F -47,321 shares

    0.13% of the 13F portfolio, value $1,407,825.

    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 81,098 shares
    Change vs previous 13F +35,420 shares

    0.5% of the 13F portfolio, value $4,275,487.

    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 45,678 shares
    Change vs previous 13F +27,081 shares

    0.81% of the 13F portfolio, value $4,723,141.

    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 18,597 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,543,551.

    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).