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Optivise Advisory Services LLC: GOOGL position timeline

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

Optivise Advisory Services LLC held 5,783 GOOGL 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 5,783 shares
    Change vs previous 13F -1 shares

    1.05% of the 13F portfolio, value $2,066,588.

    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 5,784 shares
    Change vs previous 13F -479 shares

    1.01% of the 13F portfolio, value $1,663,214.

    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 6,263 shares
    Change vs previous 13F +827 shares

    1.13% of the 13F portfolio, value $1,960,312.

    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 5,436 shares
    Change vs previous 13F +1,478 shares

    0.79% of the 13F portfolio, value $1,321,441.

    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 3,958 shares
    Change vs previous 13F -1,054 shares

    0.36% of the 13F portfolio, value $697,436.

    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 5,012 shares
    Change vs previous 13F -452 shares

    0.44% of the 13F portfolio, value $775,087.

    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 5,464 shares
    Change vs previous 13F +403 shares

    0.56% of the 13F portfolio, value $1,034,765.

    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 5,061 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $839,439.

    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).