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Disclosery

Optivise Advisory Services LLC: LLY position timeline

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

Optivise Advisory Services LLC held 1,869 LLY 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 1,869 shares
    Change vs previous 13F +68 shares

    1.14% of the 13F portfolio, value $2,241,280.

    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 1,801 shares
    Change vs previous 13F -62 shares

    1% of the 13F portfolio, value $1,656,373.

    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 1,863 shares
    Change vs previous 13F +108 shares

    1.15% of the 13F portfolio, value $2,002,412.

    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 1,755 shares
    Change vs previous 13F -165 shares

    0.8% of the 13F portfolio, value $1,338,973.

    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 1,920 shares
    Change vs previous 13F -103 shares

    0.76% of the 13F portfolio, value $1,496,395.

    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 2,023 shares
    Change vs previous 13F +32 shares

    0.94% of the 13F portfolio, value $1,670,829.

    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 1,991 shares
    Change vs previous 13F +37 shares

    0.83% of the 13F portfolio, value $1,537,304.

    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 1,954 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,731,208.

    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).