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Advyzon Investment Management, LLC: VCRM position timeline

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

Advyzon Investment Management, LLC held 37,896 VCRM 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 37,896 shares
    Change vs previous 13F -7,763 shares

    0.21% of the 13F portfolio, value $2,895,288.

    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 45,659 shares
    Change vs previous 13F -1,108 shares

    0.31% of the 13F portfolio, value $3,431,310.

    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 46,767 shares
    Change vs previous 13F -64 shares

    0.41% of the 13F portfolio, value $3,534,203.

    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 46,831 shares
    Change vs previous 13F +373 shares

    0.6% of the 13F portfolio, value $3,524,014.

    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 46,458 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,417,915.

    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).