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Optivise Advisory Services LLC: BUFR position timeline

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

Optivise Advisory Services LLC held 91,982 BUFR 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 91,982 shares
    Change vs previous 13F +57,912 shares

    1.71% of the 13F portfolio, value $3,360,102.

    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 34,070 shares
    Change vs previous 13F -46,846 shares

    0.7% of the 13F portfolio, value $1,150,544.

    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 80,916 shares
    Change vs previous 13F +71,393 shares

    1.6% of the 13F portfolio, value $2,772,182.

    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 9,523 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $318,259.

    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).