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Advyzon Investment Management, LLC: VOO position timeline

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

Advyzon Investment Management, LLC held 18,957 VOO 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 18,957 shares
    Change vs previous 13F +1,778 shares

    0.94% of the 13F portfolio, value $13,020,098.

    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 17,179 shares
    Change vs previous 13F +2,473 shares

    0.92% of the 13F portfolio, value $10,265,593.

    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 14,706 shares
    Change vs previous 13F +5,168 shares

    1.07% of the 13F portfolio, value $9,222,944.

    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 9,538 shares
    Change vs previous 13F +2,233 shares

    1% of the 13F portfolio, value $5,840,991.

    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 7,305 shares
    Change vs previous 13F +4,919 shares

    0.92% of the 13F portfolio, value $4,149,614.

    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 2,386 shares
    Change vs previous 13F -1,119 shares

    0.43% of the 13F portfolio, value $1,226,189.

    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 3,505 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,888,529.

    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).