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Advyzon Investment Management, LLC: VMBS position timeline

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

Advyzon Investment Management, LLC held 16,262 VMBS 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 16,262 shares
    Change vs previous 13F +1,439 shares

    0.06% of the 13F portfolio, value $761,241.

    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 14,823 shares
    Change vs previous 13F +2,850 shares

    0.06% of the 13F portfolio, value $695,952.

    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 11,973 shares
    Change vs previous 13F +3,978 shares

    0.07% of the 13F portfolio, value $563,682.

    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 7,995 shares
    Change vs previous 13F +2,288 shares

    0.06% of the 13F portfolio, value $375,466.

    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 5,707 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $264,466.

    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).