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Advyzon Investment Management, LLC: USSG position timeline

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

Advyzon Investment Management, LLC held 8,835 USSG 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 8,835 shares
    Change vs previous 13F +101 shares

    0.04% of the 13F portfolio, value $613,679.

    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 8,734 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $521,245.

    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 8,792 shares
    Change vs previous 13F +4,304 shares

    0.06% of the 13F portfolio, value $558,336.

    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 4,488 shares
    Change vs previous 13F -31 shares

    0.05% of the 13F portfolio, value $275,316.

    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 4,519 shares
    Change vs previous 13F +270 shares

    0.06% of the 13F portfolio, value $257,041.

    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 4,249 shares
    Change vs previous 13F +43 shares

    0.08% of the 13F portfolio, value $214,022.

    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 4,206 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $227,040.

    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).