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Optivise Advisory Services LLC: FLTR position timeline

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

Optivise Advisory Services LLC held 48,089 FLTR 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 48,089 shares
    Change vs previous 13F -2,078 shares

    0.63% of the 13F portfolio, value $1,231,560.

    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 50,167 shares
    Change vs previous 13F +1,014 shares

    0.77% of the 13F portfolio, value $1,278,266.

    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 49,153 shares
    Change vs previous 13F +1,389 shares

    0.72% of the 13F portfolio, value $1,252,410.

    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 47,764 shares
    Change vs previous 13F -2,051 shares

    0.73% of the 13F portfolio, value $1,221,325.

    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 49,815 shares
    Change vs previous 13F +1,680 shares

    0.65% of the 13F portfolio, value $1,270,274.

    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 48,135 shares
    Change vs previous 13F +13,446 shares

    0.69% of the 13F portfolio, value $1,229,839.

    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 34,689 shares
    Change vs previous 13F +12,410 shares

    0.48% of the 13F portfolio, value $882,824.

    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 22,279 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $567,444.

    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).