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Disclosery

Optivise Advisory Services LLC: BAI position timeline

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

Optivise Advisory Services LLC held 22,932 BAI 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 22,932 shares
    Change vs previous 13F -2,279 shares

    0.61% of the 13F portfolio, value $1,208,990.

    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 25,211 shares
    Change vs previous 13F +929 shares

    0.5% of the 13F portfolio, value $830,703.

    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 24,282 shares
    Change vs previous 13F +7,373 shares

    0.47% of the 13F portfolio, value $808,594.

    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 16,909 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $577,611.

    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).