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Disclosery

Optivise Advisory Services LLC: ILCG position timeline

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

Optivise Advisory Services LLC held 6,180 ILCG 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 6,180 shares
    Change vs previous 13F +103 shares

    0.37% of the 13F portfolio, value $723,204.

    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 6,077 shares
    Change vs previous 13F +418 shares

    0.35% of the 13F portfolio, value $580,185.

    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 5,659 shares
    Change vs previous 13F +968 shares

    0.34% of the 13F portfolio, value $588,783.

    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 4,691 shares
    Change vs previous 13F -5,478 shares

    0.29% of the 13F portfolio, value $489,240.

    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 10,169 shares
    Change vs previous 13F +117 shares

    0.5% of the 13F portfolio, value $985,331.

    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 10,052 shares
    Change vs previous 13F -19 shares

    0.46% of the 13F portfolio, value $814,120.

    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 10,071 shares
    Change vs previous 13F +488 shares

    0.49% of the 13F portfolio, value $902,390.

    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 9,583 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $805,379.

    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).