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Optivise Advisory Services LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optivise Advisory Services LLC on AAPL, newest first. How the timeline and the estimate are built.

Optivise Advisory Services LLC held 8,738 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,738 shares
    Change vs previous 13F +1,307 shares

    1.28% of the 13F portfolio, value $2,528,362.

    13F-HR 0002042876-26-000003 filed by Optivise Advisory Services 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 7,431 shares
    Change vs previous 13F +396 shares

    1.14% of the 13F portfolio, value $1,885,889.

    13F-HR 0002042876-26-000002 filed by Optivise Advisory Services 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 7,035 shares
    Change vs previous 13F +7 shares

    1.1% of the 13F portfolio, value $1,912,473.

    13F-HR 0002042876-26-000001 filed by Optivise Advisory Services 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 7,028 shares
    Change vs previous 13F +1,128 shares

    1.06% of the 13F portfolio, value $1,789,534.

    13F-HR 0002042876-25-000006 filed by Optivise Advisory Services 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 5,900 shares
    Change vs previous 13F +125 shares

    0.62% of the 13F portfolio, value $1,210,602.

    13F-HR 0002042876-25-000003 filed by Optivise Advisory Services 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 5,775 shares
    Change vs previous 13F -862 shares

    0.72% of the 13F portfolio, value $1,282,896.

    13F-HR 0002042876-25-000002 filed by Optivise Advisory Services 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 6,637 shares
    Change vs previous 13F +1,248 shares

    0.9% of the 13F portfolio, value $1,661,443.

    13F-HR 0002042876-25-000001 filed by Optivise Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,389 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,255,548.

    13F-HR 0002042876-24-000001 filed by Optivise Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).