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Disclosery

Optivise Advisory Services LLC: IJR position timeline

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

Optivise Advisory Services LLC held 1,419 IJR 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 1,419 shares
    Change vs previous 13F +1,419 shares

    0.11% of the 13F portfolio, value $210,414.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,864 shares

    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).

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

  3. period ended2025-06-30
    13F 4,864 shares
    Change vs previous 13F -1,718 shares

    0.27% of the 13F portfolio, value $531,601.

    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).

  4. period ended2025-03-31
    13F 6,582 shares
    Change vs previous 13F +153 shares

    0.39% of the 13F portfolio, value $688,281.

    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).

  5. period ended2024-12-31
    13F 6,429 shares
    Change vs previous 13F +80 shares

    0.4% of the 13F portfolio, value $740,740.

    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).

  6. period ended2024-09-30
    13F 6,349 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $742,533.

    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).