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Advyzon Investment Management, LLC: VTEB position timeline

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

Advyzon Investment Management, LLC held 61,717 VTEB 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 61,717 shares
    Change vs previous 13F +6,575 shares

    0.23% of the 13F portfolio, value $3,121,619.

    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 55,142 shares
    Change vs previous 13F -8,378 shares

    0.25% of the 13F portfolio, value $2,751,007.

    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 63,520 shares
    Change vs previous 13F +1,950 shares

    0.37% of the 13F portfolio, value $3,194,407.

    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 61,570 shares
    Change vs previous 13F +2,114 shares

    0.53% of the 13F portfolio, value $3,082,823.

    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 59,456 shares
    Change vs previous 13F -6,001 shares

    0.65% of the 13F portfolio, value $2,915,109.

    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 65,457 shares
    Change vs previous 13F -12,546 shares

    1.15% of the 13F portfolio, value $3,247,960.

    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 78,003 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,910,280.

    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).