Optivise Advisory Services LLC: HYEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optivise Advisory Services LLC on HYEM, newest first. How the timeline and the estimate are built.
Optivise Advisory Services LLC held 0 HYEM shares at 2025-12-31 per its 13F-HR filed 2026-01-12.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -36,312 shares
13F-HR 0002042876-26-000001 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 36,312 sharesChange vs previous 13F -2,822 shares
0.43% of the 13F portfolio, value $728,056.
13F-HR 0002042876-25-000006 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,134 sharesChange vs previous 13F +39,134 shares
0.4% of the 13F portfolio, value $775,636.
13F-HR 0002042876-25-000003 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -69,221 shares
13F-HR 0002042876-25-000001 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 69,221 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $1,376,806.
13F-HR 0002042876-24-000001 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).