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Disclosery

Optivise Advisory Services LLC: IWB position timeline

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

Optivise Advisory Services LLC held 2,426 IWB 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 2,426 shares
    Change vs previous 13F -2,028 shares

    0.5% of the 13F portfolio, value $993,361.

    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 4,454 shares
    Change vs previous 13F +22 shares

    0.96% of the 13F portfolio, value $1,588,043.

    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 4,432 shares
    Change vs previous 13F +27 shares

    0.95% of the 13F portfolio, value $1,655,008.

    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 4,405 shares
    Change vs previous 13F -3,566 shares

    0.96% of the 13F portfolio, value $1,610,107.

    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 7,971 shares
    Change vs previous 13F +1,772 shares

    1.38% of the 13F portfolio, value $2,706,804.

    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 6,199 shares
    Change vs previous 13F -2,983 shares

    1.07% of the 13F portfolio, value $1,901,499.

    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 9,182 shares
    Change vs previous 13F +3,294 shares

    1.59% of the 13F portfolio, value $2,958,006.

    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 5,888 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,851,227.

    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).