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Advyzon Investment Management, LLC: VO position timeline

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

Advyzon Investment Management, LLC held 196,920 VO 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 196,920 shares
    Change vs previous 13F +152,075 shares

    1.15% of the 13F portfolio, value $15,865,906.

    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 44,845 shares
    Change vs previous 13F -19 shares

    1.15% of the 13F portfolio, value $12,878,770.

    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 44,864 shares
    Change vs previous 13F +4,624 shares

    1.51% of the 13F portfolio, value $13,020,524.

    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 40,240 shares
    Change vs previous 13F +3,242 shares

    2.03% of the 13F portfolio, value $11,820,083.

    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 36,998 shares
    Change vs previous 13F +1,146 shares

    2.29% of the 13F portfolio, value $10,353,200.

    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 35,852 shares
    Change vs previous 13F -7,250 shares

    3.28% of the 13F portfolio, value $9,272,157.

    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 43,102 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $11,384,443.

    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).