Skip to content
Disclosery

Advyzon Investment Management, LLC: VTI position timeline

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

Advyzon Investment Management, LLC held 88,706 VTI 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 88,706 shares
    Change vs previous 13F -15,481 shares

    2.38% of the 13F portfolio, value $32,824,829.

    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 104,187 shares
    Change vs previous 13F -2,008 shares

    2.99% of the 13F portfolio, value $33,424,402.

    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 106,195 shares
    Change vs previous 13F +10,204 shares

    4.13% of the 13F portfolio, value $35,604,109.

    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 95,991 shares
    Change vs previous 13F +5,267 shares

    5.41% of the 13F portfolio, value $31,501,402.

    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 90,724 shares
    Change vs previous 13F +1,055 shares

    6.11% of the 13F portfolio, value $27,573,925.

    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 89,669 shares
    Change vs previous 13F -11,701 shares

    8.71% of the 13F portfolio, value $24,644,690.

    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 101,370 shares
    Change vs previous 13F not available

    11.33% of the 13F portfolio, value $29,378,038.

    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).