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Advyzon Investment Management, LLC: VTV position timeline

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

Advyzon Investment Management, LLC held 48,506 VTV 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 48,506 shares
    Change vs previous 13F +3,658 shares

    0.77% of the 13F portfolio, value $10,570,835.

    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 44,848 shares
    Change vs previous 13F +13,256 shares

    0.79% of the 13F portfolio, value $8,799,194.

    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 31,592 shares
    Change vs previous 13F +2,048 shares

    0.7% of the 13F portfolio, value $6,033,783.

    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 29,544 shares
    Change vs previous 13F -2,069 shares

    0.95% of the 13F portfolio, value $5,509,690.

    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 31,613 shares
    Change vs previous 13F -7,129 shares

    1.24% of the 13F portfolio, value $5,587,212.

    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 38,742 shares
    Change vs previous 13F +5,068 shares

    2.37% of the 13F portfolio, value $6,692,225.

    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 33,674 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $5,701,010.

    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).