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Optivise Advisory Services LLC: BINC position timeline

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

Optivise Advisory Services LLC held 43,282 BINC 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 43,282 shares
    Change vs previous 13F -7,602 shares

    1.15% of the 13F portfolio, value $2,265,405.

    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 50,884 shares
    Change vs previous 13F -5,554 shares

    1.6% of the 13F portfolio, value $2,642,408.

    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 56,438 shares
    Change vs previous 13F +8,751 shares

    1.72% of the 13F portfolio, value $2,978,257.

    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 47,687 shares
    Change vs previous 13F +12,788 shares

    1.51% of the 13F portfolio, value $2,538,852.

    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 34,899 shares
    Change vs previous 13F +7,366 shares

    0.94% of the 13F portfolio, value $1,844,050.

    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 27,533 shares
    Change vs previous 13F +12,126 shares

    0.81% of the 13F portfolio, value $1,442,158.

    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 15,407 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $801,488.

    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).