Optivise Advisory Services LLC: FTLS position timeline

Optivise Advisory Services LLC held 0 FTLS shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,122 shares

   13F-HR 0002042876-25-000006 filed by Optivise Advisory Services LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,122 shares

   Change vs previous 13F -1 shares

   0.14% of the 13F portfolio, value $273,206.

   13F-HR 0002042876-25-000003 filed by Optivise Advisory Services LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 4,123 shares

   Change vs previous 13F -13,862 shares

   0.15% of the 13F portfolio, value $264,202.

   13F-HR 0002042876-25-000002 filed by Optivise Advisory Services LLC
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 17,985 shares

   Change vs previous 13F -246 shares

   0.64% of the 13F portfolio, value $1,183,610.

   13F-HR 0002042876-25-000001 filed by Optivise Advisory Services LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 18,231 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $1,157,119.

   13F-HR 0002042876-24-000001 filed by Optivise Advisory Services LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).