Optivise Advisory Services LLC: IUSG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optivise Advisory Services LLC on IUSG, newest first. How the timeline and the estimate are built.
Optivise Advisory Services LLC held 0 IUSG shares at 2025-09-30 per its 13F-HR filed 2025-10-17.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -6,939 shares
13F-HR 0002042876-25-000006 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 6,939 sharesChange vs previous 13F -1,004 shares
0.53% of the 13F portfolio, value $1,043,626.
13F-HR 0002042876-25-000003 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,943 sharesChange vs previous 13F 0 shares
0.57% of the 13F portfolio, value $1,009,396.
13F-HR 0002042876-25-000002 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,943 sharesChange vs previous 13F 0 shares
0.6% of the 13F portfolio, value $1,106,857.
13F-HR 0002042876-25-000001 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,943 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $1,047,761.
13F-HR 0002042876-24-000001 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).