Optivise Advisory Services LLC: IUSB position timeline

Optivise Advisory Services LLC held 0 IUSB shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,407 shares

   13F-HR 0002042876-25-000006 filed by Optivise Advisory Services LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-06-30

   13F 5,407 shares

   Change vs previous 13F 0 shares

   0.13% of the 13F portfolio, value $249,966.

   13F-HR 0002042876-25-000003 filed by Optivise Advisory Services LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 5,407 shares

   Change vs previous 13F -44,409 shares

   0.14% of the 13F portfolio, value $249,155.

   13F-HR 0002042876-25-000002 filed by Optivise Advisory Services LLC
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 49,816 shares

   Change vs previous 13F -2,546 shares

   1.21% of the 13F portfolio, value $2,251,683.

   13F-HR 0002042876-25-000001 filed by Optivise Advisory Services LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 52,362 shares

   Change vs previous 13F not available

   1.3% of the 13F portfolio, value $2,467,297.

   13F-HR 0002042876-24-000001 filed by Optivise Advisory Services LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).