Advyzon Investment Management, LLC: WBIY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on WBIY, newest first. How the timeline and the estimate are built.
Advyzon Investment Management, LLC held 17,918 WBIY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,918 sharesChange vs previous 13F +185 shares
0.05% of the 13F portfolio, value $626,180.
13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,733 sharesChange vs previous 13F -121 shares
0.05% of the 13F portfolio, value $601,858.
13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,854 sharesChange vs previous 13F -2,301 shares
0.07% of the 13F portfolio, value $571,328.
13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,155 sharesChange vs previous 13F -1,348 shares
0.11% of the 13F portfolio, value $621,618.
13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,503 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $629,064.
13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).