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Optivise Advisory Services LLC: HD position timeline

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

Optivise Advisory Services LLC held 2,042 HD 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 2,042 shares
    Change vs previous 13F -4 shares

    0.37% of the 13F portfolio, value $720,188.

    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 2,046 shares
    Change vs previous 13F +65 shares

    0.41% of the 13F portfolio, value $672,783.

    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 1,981 shares
    Change vs previous 13F +362 shares

    0.39% of the 13F portfolio, value $681,708.

    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 1,619 shares
    Change vs previous 13F +201 shares

    0.39% of the 13F portfolio, value $656,038.

    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 1,418 shares
    Change vs previous 13F -39 shares

    0.27% of the 13F portfolio, value $519,826.

    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 1,457 shares
    Change vs previous 13F +114 shares

    0.3% of the 13F portfolio, value $534,126.

    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 1,343 shares
    Change vs previous 13F +98 shares

    0.28% of the 13F portfolio, value $522,645.

    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 1,245 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $504,355.

    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).