Advyzon Investment Management, LLC historic quarter change: USA Bonds: Convertible Notes, New
In convertible notes that pay a coupon (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Advyzon Investment Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011872), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| First Light Asset Management, LLC | United States | $1.116B | 35 |
| CANANDAIGUA NATIONAL CORP | United States | $1.117B | 310 |
| Certified Advisory Corp | United States | $1.115B | 318 |
| Verus Financial Partners, Inc. | United States | $1.115B | 121 |
| Chescapmanager LLC | United States | $1.118B | 28 |
| Caldwell Trust Co | United States | $1.119B | 858 |
| North of South Capital LLP | United Kingdom | $1.113B | 29 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | United States | $1.120B | 175 |
| PRIVATE TRUST CO NA | United States | $1.120B | 2,614 |
| Salomon & Ludwin, LLC | United States | $1.120B | 2,097 |