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Advyzon Investment Management, LLC: XTRE position timeline

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

Advyzon Investment Management, LLC held 91,166 XTRE 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 91,166 shares
    Change vs previous 13F -62,064 shares

    0.32% of the 13F portfolio, value $4,469,852.

    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 153,230 shares
    Change vs previous 13F +53,725 shares

    0.68% of the 13F portfolio, value $7,586,438.

    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 99,505 shares
    Change vs previous 13F +39,196 shares

    0.57% of the 13F portfolio, value $4,951,543.

    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 60,309 shares
    Change vs previous 13F -22,263 shares

    0.52% of the 13F portfolio, value $3,005,718.

    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 82,572 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $4,110,434.

    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).