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Advyzon Investment Management, LLC: USIG position timeline

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

Advyzon Investment Management, LLC held 29,637 USIG 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 29,637 shares
    Change vs previous 13F +753 shares

    0.11% of the 13F portfolio, value $1,520,069.

    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 28,884 shares
    Change vs previous 13F +629 shares

    0.13% of the 13F portfolio, value $1,479,717.

    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 28,255 shares
    Change vs previous 13F +96 shares

    0.17% of the 13F portfolio, value $1,462,793.

    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 28,159 shares
    Change vs previous 13F +8,210 shares

    0.25% of the 13F portfolio, value $1,470,431.

    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 19,949 shares
    Change vs previous 13F +768 shares

    0.23% of the 13F portfolio, value $1,026,180.

    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 19,181 shares
    Change vs previous 13F -2,687 shares

    0.35% of the 13F portfolio, value $979,784.

    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 21,868 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,099,545.

    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).