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Disclosery

Optivise Advisory Services LLC: DDEC position timeline

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

Optivise Advisory Services LLC held 17,061 DDEC 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 17,061 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $808,265.

    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 17,061 shares
    Change vs previous 13F +1,148 shares

    0.46% of the 13F portfolio, value $755,461.

    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 15,913 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $717,517.

    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 15,913 shares
    Change vs previous 13F -36 shares

    0.41% of the 13F portfolio, value $696,512.

    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 15,949 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $666,053.

    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 15,949 shares
    Change vs previous 13F +8,866 shares

    0.35% of the 13F portfolio, value $624,245.

    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 7,083 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $284,312.

    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).