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Disclosery

Optivise Advisory Services LLC: DYNF position timeline

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

Optivise Advisory Services LLC held 75,232 DYNF 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 75,232 shares
    Change vs previous 13F +42,828 shares

    2.6% of the 13F portfolio, value $5,116,531.

    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 32,404 shares
    Change vs previous 13F -22,712 shares

    1.14% of the 13F portfolio, value $1,885,274.

    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 55,116 shares
    Change vs previous 13F +4,818 shares

    1.93% of the 13F portfolio, value $3,351,575.

    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 50,298 shares
    Change vs previous 13F +24,160 shares

    1.77% of the 13F portfolio, value $2,977,647.

    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 26,138 shares
    Change vs previous 13F +713 shares

    0.73% of the 13F portfolio, value $1,423,498.

    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 25,425 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,239,719.

    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).