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Optivise Advisory Services LLC: MBB position timeline

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

Optivise Advisory Services LLC held 10,369 MBB 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 10,369 shares
    Change vs previous 13F +144 shares

    0.5% of the 13F portfolio, value $980,031.

    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 10,225 shares
    Change vs previous 13F -1,558 shares

    0.59% of the 13F portfolio, value $970,897.

    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 11,783 shares
    Change vs previous 13F -1,875 shares

    0.65% of the 13F portfolio, value $1,121,954.

    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 13,658 shares
    Change vs previous 13F -2,640 shares

    0.77% of the 13F portfolio, value $1,299,574.

    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 16,298 shares
    Change vs previous 13F +2,591 shares

    0.78% of the 13F portfolio, value $1,530,219.

    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 13,707 shares
    Change vs previous 13F -854 shares

    0.72% of the 13F portfolio, value $1,285,442.

    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 14,561 shares
    Change vs previous 13F -458 shares

    0.72% of the 13F portfolio, value $1,334,952.

    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 15,019 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,438,970.

    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).