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Disclosery

Optivise Advisory Services LLC: MA position timeline

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

Optivise Advisory Services LLC held 0 MA shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -473 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 473 shares
    Change vs previous 13F +48 shares

    0.16% of the 13F portfolio, value $270,289.

    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).

  3. period ended2025-09-30
    13F 425 shares
    Change vs previous 13F +33 shares

    0.14% of the 13F portfolio, value $242,027.

    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).

  4. period ended2025-06-30
    13F 392 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $220,376.

    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).

  5. period ended2025-03-31
    13F 402 shares
    Change vs previous 13F +19 shares

    0.12% of the 13F portfolio, value $220,097.

    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).

  6. period ended2024-12-31
    13F 383 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $201,977.

    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).