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Optivise Advisory Services LLC: CWB position timeline

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

Optivise Advisory Services LLC held 36,172 CWB 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 36,172 shares
    Change vs previous 13F -3,751 shares

    1.98% of the 13F portfolio, value $3,900,065.

    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 39,923 shares
    Change vs previous 13F -577 shares

    2.21% of the 13F portfolio, value $3,653,753.

    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 40,500 shares
    Change vs previous 13F -9,567 shares

    2.08% of the 13F portfolio, value $3,612,600.

    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 50,067 shares
    Change vs previous 13F +2,324 shares

    2.69% of the 13F portfolio, value $4,531,064.

    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 47,743 shares
    Change vs previous 13F +575 shares

    2.02% of the 13F portfolio, value $3,946,436.

    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 47,168 shares
    Change vs previous 13F -26,044 shares

    2.03% of the 13F portfolio, value $3,614,012.

    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 73,212 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $5,702,483.

    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).