Optivise Advisory Services LLC: IWF position timeline

Optivise Advisory Services LLC held 3,900 IWF 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 3,900 shares

   Change vs previous 13F +2,912 shares

   0.25% of the 13F portfolio, value $484,267.

   13F-HR 0002042876-26-000003 filed by Optivise Advisory Services LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 988 shares

   Change vs previous 13F +187 shares

   0.26% of the 13F portfolio, value $421,298.

   13F-HR 0002042876-26-000002 filed by Optivise Advisory Services LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 801 shares

   Change vs previous 13F +107 shares

   0.22% of the 13F portfolio, value $379,130.

   13F-HR 0002042876-26-000001 filed by Optivise Advisory Services LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 694 shares

   Change vs previous 13F +159 shares

   0.19% of the 13F portfolio, value $325,077.

   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).

5. period ended2025-06-30

   13F 535 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $227,150.

   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).