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Advyzon Investment Management, LLC: USDU position timeline

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

Advyzon Investment Management, LLC held 553,489 USDU 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 553,489 shares
    Change vs previous 13F +333,378 shares

    1.07% of the 13F portfolio, value $14,805,818.

    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 220,111 shares
    Change vs previous 13F -184,285 shares

    0.52% of the 13F portfolio, value $5,795,510.

    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 404,396 shares
    Change vs previous 13F +305,287 shares

    1.21% of the 13F portfolio, value $10,433,428.

    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 99,109 shares
    Change vs previous 13F -15,934 shares

    0.45% of the 13F portfolio, value $2,615,494.

    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 115,043 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,964,658.

    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).