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Disclosery

Optivise Advisory Services LLC: LGH position timeline

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

Optivise Advisory Services LLC held 101,712 LGH 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 101,712 shares
    Change vs previous 13F -6,425 shares

    3.29% of the 13F portfolio, value $6,485,140.

    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 108,137 shares
    Change vs previous 13F -3,404 shares

    3.73% of the 13F portfolio, value $6,159,316.

    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 111,541 shares
    Change vs previous 13F -33,025 shares

    3.98% of the 13F portfolio, value $6,912,179.

    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 144,566 shares
    Change vs previous 13F -3,415 shares

    5.19% of the 13F portfolio, value $8,731,041.

    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 147,981 shares
    Change vs previous 13F +41,711 shares

    4.12% of the 13F portfolio, value $8,056,065.

    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 106,270 shares
    Change vs previous 13F -65,662 shares

    2.88% of the 13F portfolio, value $5,131,760.

    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 171,932 shares
    Change vs previous 13F +48,424 shares

    4.82% of the 13F portfolio, value $8,952,479.

    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 123,508 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $6,271,760.

    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).