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Disclosery

Optivise Advisory Services LLC: IWY position timeline

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

Optivise Advisory Services LLC held 3,515 IWY 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 3,515 shares
    Change vs previous 13F +178 shares

    0.52% of the 13F portfolio, value $1,021,488.

    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 3,337 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $830,344.

    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 3,337 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $924,110.

    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 3,335 shares
    Change vs previous 13F -5,043 shares

    0.54% of the 13F portfolio, value $912,717.

    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 8,378 shares
    Change vs previous 13F +2 shares

    1.06% of the 13F portfolio, value $2,065,157.

    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 8,376 shares
    Change vs previous 13F -66 shares

    0.99% of the 13F portfolio, value $1,766,730.

    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 8,442 shares
    Change vs previous 13F -574 shares

    1.07% of the 13F portfolio, value $1,986,202.

    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 9,016 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,983,962.

    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).