Skip to content
Disclosery

Advyzon Investment Management, LLC: WFC position timeline

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

Advyzon Investment Management, LLC held 18,357 WFC 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 18,357 shares
    Change vs previous 13F -2,063 shares

    0.11% of the 13F portfolio, value $1,517,064.

    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 20,420 shares
    Change vs previous 13F -548 shares

    0.15% of the 13F portfolio, value $1,625,678.

    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 20,968 shares
    Change vs previous 13F +6,633 shares

    0.23% of the 13F portfolio, value $1,954,202.

    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 14,335 shares
    Change vs previous 13F +3,729 shares

    0.21% of the 13F portfolio, value $1,201,564.

    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 10,606 shares
    Change vs previous 13F +3,967 shares

    0.19% of the 13F portfolio, value $849,772.

    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 6,639 shares
    Change vs previous 13F -902 shares

    0.17% of the 13F portfolio, value $476,601.

    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 7,541 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $529,673.

    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).