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Advyzon Investment Management, LLC: WTS position timeline

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

Advyzon Investment Management, LLC held 811 WTS 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 811 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $317,564.

    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 819 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $237,876.

    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 843 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $232,599.

    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 812 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $226,755.

    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).