Skip to content
Disclosery

Optivise Advisory Services LLC: ITOT position timeline

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

Optivise Advisory Services LLC held 5,351 ITOT 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 5,351 shares
    Change vs previous 13F -100 shares

    0.45% of the 13F portfolio, value $878,999.

    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 5,451 shares
    Change vs previous 13F -103 shares

    0.47% of the 13F portfolio, value $776,377.

    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 5,554 shares
    Change vs previous 13F -211 shares

    0.48% of the 13F portfolio, value $825,815.

    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 5,765 shares
    Change vs previous 13F -5,929 shares

    0.5% of the 13F portfolio, value $839,619.

    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 11,694 shares
    Change vs previous 13F -692 shares

    0.81% of the 13F portfolio, value $1,579,138.

    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 12,386 shares
    Change vs previous 13F -92 shares

    0.85% of the 13F portfolio, value $1,511,187.

    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 12,478 shares
    Change vs previous 13F -79 shares

    0.86% of the 13F portfolio, value $1,604,935.

    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 12,557 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,577,400.

    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).