Skip to content
Disclosery

Advyzon Investment Management, LLC: XLB position timeline

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

Advyzon Investment Management, LLC held 7,705 XLB 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 7,705 shares
    Change vs previous 13F +3,332 shares

    0.03% of the 13F portfolio, value $391,621.

    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 4,373 shares
    Change vs previous 13F -389 shares

    0.02% of the 13F portfolio, value $218,516.

    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 4,762 shares
    Change vs previous 13F +2,492 shares

    0.03% of the 13F portfolio, value $215,941.

    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 2,270 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $203,471.

    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).