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Advyzon Investment Management, LLC: XLP position timeline

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

Advyzon Investment Management, LLC held 22,454 XLP 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 22,454 shares
    Change vs previous 13F +1,445 shares

    0.14% of the 13F portfolio, value $1,865,273.

    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 21,009 shares
    Change vs previous 13F -4,797 shares

    0.15% of the 13F portfolio, value $1,722,325.

    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 25,806 shares
    Change vs previous 13F +3,650 shares

    0.23% of the 13F portfolio, value $2,004,628.

    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 22,156 shares
    Change vs previous 13F +757 shares

    0.3% of the 13F portfolio, value $1,736,378.

    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 21,399 shares
    Change vs previous 13F +2,530 shares

    0.38% of the 13F portfolio, value $1,732,657.

    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 18,869 shares
    Change vs previous 13F +3,390 shares

    0.54% of the 13F portfolio, value $1,541,010.

    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 15,479 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,216,836.

    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).