Skip to content
Disclosery

Optivise Advisory Services LLC: MSCI position timeline

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

Optivise Advisory Services LLC held 411 MSCI 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 411 shares
    Change vs previous 13F -28 shares

    0.12% of the 13F portfolio, value $230,311.

    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 439 shares
    Change vs previous 13F -23 shares

    0.14% of the 13F portfolio, value $236,802.

    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 462 shares
    Change vs previous 13F -85 shares

    0.15% of the 13F portfolio, value $265,052.

    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 547 shares
    Change vs previous 13F -21 shares

    0.18% of the 13F portfolio, value $310,236.

    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 568 shares
    Change vs previous 13F +28 shares

    0.17% of the 13F portfolio, value $327,710.

    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 540 shares
    Change vs previous 13F +20 shares

    0.17% of the 13F portfolio, value $305,604.

    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 520 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $312,275.

    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).