Advyzon Investment Management, LLC quarter change: USA Bonds: Other Debt, Added
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Advyzon Investment Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2011872): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |