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Optivise Advisory Services LLC: NEAR position timeline

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

Optivise Advisory Services LLC held 72,004 NEAR 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 72,004 shares
    Change vs previous 13F -91,723 shares

    1.85% of the 13F portfolio, value $3,647,717.

    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 163,727 shares
    Change vs previous 13F +60,563 shares

    5.04% of the 13F portfolio, value $8,323,071.

    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 103,164 shares
    Change vs previous 13F +22,554 shares

    3.04% of the 13F portfolio, value $5,271,670.

    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 80,610 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $4,133,681.

    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).