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Optivise Advisory Services LLC: IBD position timeline

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

Optivise Advisory Services LLC held 51,632 IBD 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 51,632 shares
    Change vs previous 13F -1,330 shares

    0.62% of the 13F portfolio, value $1,227,293.

    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 52,962 shares
    Change vs previous 13F -2,346 shares

    0.76% of the 13F portfolio, value $1,263,514.

    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 55,308 shares
    Change vs previous 13F +26,592 shares

    0.77% of the 13F portfolio, value $1,338,454.

    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 28,716 shares
    Change vs previous 13F -1,150 shares

    0.41% of the 13F portfolio, value $693,491.

    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 29,866 shares
    Change vs previous 13F -1,105 shares

    0.37% of the 13F portfolio, value $717,083.

    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 30,971 shares
    Change vs previous 13F +2,589 shares

    0.41% of the 13F portfolio, value $735,561.

    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 28,382 shares
    Change vs previous 13F +1,798 shares

    0.36% of the 13F portfolio, value $665,274.

    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 26,584 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $640,143.

    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).