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Optivise Advisory Services LLC: DBMF position timeline

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

Optivise Advisory Services LLC held 47,262 DBMF 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 47,262 shares
    Change vs previous 13F +8,359 shares

    0.73% of the 13F portfolio, value $1,446,679.

    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 38,903 shares
    Change vs previous 13F -5,202 shares

    0.71% of the 13F portfolio, value $1,172,931.

    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 44,105 shares
    Change vs previous 13F -12,195 shares

    0.71% of the 13F portfolio, value $1,237,584.

    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 56,300 shares
    Change vs previous 13F -12,708 shares

    0.91% of the 13F portfolio, value $1,537,551.

    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 69,008 shares
    Change vs previous 13F +1,206 shares

    0.91% of the 13F portfolio, value $1,775,578.

    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 67,802 shares
    Change vs previous 13F -7,333 shares

    0.96% of the 13F portfolio, value $1,712,668.

    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 75,135 shares
    Change vs previous 13F -4,299 shares

    1.06% of the 13F portfolio, value $1,965,524.

    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 79,434 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,234,490.

    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).