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Disclosery

Optivise Advisory Services LLC: IWV position timeline

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

Optivise Advisory Services LLC held 549 IWV 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 549 shares
    Change vs previous 13F -73 shares

    0.12% of the 13F portfolio, value $234,094.

    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 622 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $230,563.

    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 622 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $240,621.

    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 622 shares
    Change vs previous 13F -2,425 shares

    0.14% of the 13F portfolio, value $235,701.

    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 3,047 shares
    Change vs previous 13F -91 shares

    0.55% of the 13F portfolio, value $1,069,497.

    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 3,138 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $996,754.

    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 3,138 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,048,877.

    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 3,138 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,025,279.

    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).