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Advyzon Investment Management, LLC: WBIL position timeline

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

Advyzon Investment Management, LLC held 31,447 WBIL 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 31,447 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $1,265,261.

    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 31,466 shares
    Change vs previous 13F +374 shares

    0.09% of the 13F portfolio, value $1,056,603.

    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 31,092 shares
    Change vs previous 13F -5,274 shares

    0.13% of the 13F portfolio, value $1,081,380.

    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 36,366 shares
    Change vs previous 13F -1,275 shares

    0.21% of the 13F portfolio, value $1,248,910.

    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 37,641 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,224,639.

    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).