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Optivise Advisory Services LLC: JAAA position timeline

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

Optivise Advisory Services LLC held 19,989 JAAA 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 19,989 shares
    Change vs previous 13F -69 shares

    0.51% of the 13F portfolio, value $1,009,256.

    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 20,058 shares
    Change vs previous 13F -816 shares

    0.61% of the 13F portfolio, value $1,010,319.

    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 20,874 shares
    Change vs previous 13F +319 shares

    0.61% of the 13F portfolio, value $1,055,819.

    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 20,555 shares
    Change vs previous 13F +310 shares

    0.62% of the 13F portfolio, value $1,043,758.

    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 20,245 shares
    Change vs previous 13F +361 shares

    0.52% of the 13F portfolio, value $1,027,448.

    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 19,884 shares
    Change vs previous 13F +5,522 shares

    0.57% of the 13F portfolio, value $1,008,334.

    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 14,362 shares
    Change vs previous 13F +7,694 shares

    0.39% of the 13F portfolio, value $728,304.

    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 6,668 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $339,269.

    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).