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Advyzon Investment Management, LLC: WCMI position timeline

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

Advyzon Investment Management, LLC held 101,266 WCMI 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 101,266 shares
    Change vs previous 13F +9,717 shares

    0.14% of the 13F portfolio, value $1,981,774.

    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 91,549 shares
    Change vs previous 13F +1,878 shares

    0.14% of the 13F portfolio, value $1,535,269.

    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 89,671 shares
    Change vs previous 13F +40,384 shares

    0.18% of the 13F portfolio, value $1,525,296.

    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 49,287 shares
    Change vs previous 13F +1,024 shares

    0.14% of the 13F portfolio, value $831,479.

    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 48,263 shares
    Change vs previous 13F +4,648 shares

    0.17% of the 13F portfolio, value $767,871.

    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 43,615 shares
    Change vs previous 13F -1,300 shares

    0.22% of the 13F portfolio, value $616,715.

    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 44,915 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $591,080.

    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).