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Disclosery

Optivise Advisory Services LLC: IVW position timeline

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

Optivise Advisory Services LLC held 9,367 IVW 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 9,367 shares
    Change vs previous 13F -1,034 shares

    0.65% of the 13F portfolio, value $1,288,206.

    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 10,401 shares
    Change vs previous 13F -5,942 shares

    0.71% of the 13F portfolio, value $1,176,426.

    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 16,343 shares
    Change vs previous 13F -1,240 shares

    1.16% of the 13F portfolio, value $2,014,403.

    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 17,583 shares
    Change vs previous 13F -2,099 shares

    1.26% of the 13F portfolio, value $2,122,679.

    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 19,682 shares
    Change vs previous 13F +6,982 shares

    1.11% of the 13F portfolio, value $2,166,966.

    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 12,700 shares
    Change vs previous 13F -23,716 shares

    0.66% of the 13F portfolio, value $1,178,942.

    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 36,416 shares
    Change vs previous 13F +11,775 shares

    1.99% of the 13F portfolio, value $3,697,330.

    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 24,641 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,359,415.

    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).