Skip to content
Disclosery

Optivise Advisory Services LLC: DFIV position timeline

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

Optivise Advisory Services LLC held 28,807 DFIV 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 28,807 shares
    Change vs previous 13F +6,972 shares

    0.79% of the 13F portfolio, value $1,556,164.

    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 21,835 shares
    Change vs previous 13F +40 shares

    0.7% of the 13F portfolio, value $1,152,444.

    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 21,795 shares
    Change vs previous 13F -9,183 shares

    0.63% of the 13F portfolio, value $1,087,562.

    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 30,978 shares
    Change vs previous 13F +4,258 shares

    0.85% of the 13F portfolio, value $1,428,702.

    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 26,720 shares
    Change vs previous 13F +1,560 shares

    0.58% of the 13F portfolio, value $1,144,412.

    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 25,160 shares
    Change vs previous 13F +1,518 shares

    0.56% of the 13F portfolio, value $990,296.

    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 23,642 shares
    Change vs previous 13F +262 shares

    0.45% of the 13F portfolio, value $838,806.

    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 23,380 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $890,292.

    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).