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Optivise Advisory Services LLC: AVGO position timeline

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

Optivise Advisory Services LLC held 4,008 AVGO 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 4,008 shares
    Change vs previous 13F +157 shares

    0.77% of the 13F portfolio, value $1,514,132.

    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 3,851 shares
    Change vs previous 13F -124 shares

    0.72% of the 13F portfolio, value $1,192,062.

    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 3,975 shares
    Change vs previous 13F +688 shares

    0.79% of the 13F portfolio, value $1,375,889.

    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 3,287 shares
    Change vs previous 13F +388 shares

    0.65% of the 13F portfolio, value $1,084,465.

    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 2,899 shares
    Change vs previous 13F -346 shares

    0.41% of the 13F portfolio, value $799,100.

    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 3,245 shares
    Change vs previous 13F +505 shares

    0.3% of the 13F portfolio, value $543,359.

    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 2,740 shares
    Change vs previous 13F -593 shares

    0.34% of the 13F portfolio, value $635,101.

    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 3,333 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $575,001.

    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).