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Optivise Advisory Services LLC: CTA position timeline

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

Optivise Advisory Services LLC held 20,200 CTA 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 20,200 shares
    Change vs previous 13F -40,022 shares

    0.27% of the 13F portfolio, value $523,988.

    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 60,222 shares
    Change vs previous 13F -6,555 shares

    1.1% of the 13F portfolio, value $1,819,918.

    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 66,777 shares
    Change vs previous 13F -23,017 shares

    1.05% of the 13F portfolio, value $1,820,351.

    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 89,794 shares
    Change vs previous 13F +13,230 shares

    1.49% of the 13F portfolio, value $2,511,531.

    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 76,564 shares
    Change vs previous 13F +15,332 shares

    1.05% of the 13F portfolio, value $2,047,328.

    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 61,232 shares
    Change vs previous 13F +21,191 shares

    1.02% of the 13F portfolio, value $1,812,453.

    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 40,041 shares
    Change vs previous 13F -657 shares

    0.6% of the 13F portfolio, value $1,116,746.

    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 40,698 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,058,159.

    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).