Skip to content
Disclosery

Optivise Advisory Services LLC: OEF position timeline

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

Optivise Advisory Services LLC held 5,495 OEF 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 5,495 shares
    Change vs previous 13F -3,077 shares

    1.02% of the 13F portfolio, value $2,010,570.

    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 8,572 shares
    Change vs previous 13F +327 shares

    1.65% of the 13F portfolio, value $2,726,421.

    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 8,245 shares
    Change vs previous 13F +1,794 shares

    1.63% of the 13F portfolio, value $2,827,784.

    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 6,451 shares
    Change vs previous 13F -1,350 shares

    1.28% of the 13F portfolio, value $2,147,081.

    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 7,801 shares
    Change vs previous 13F +145 shares

    1.21% of the 13F portfolio, value $2,374,189.

    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 7,656 shares
    Change vs previous 13F +633 shares

    1.16% of the 13F portfolio, value $2,073,477.

    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 7,023 shares
    Change vs previous 13F +937 shares

    1.09% of the 13F portfolio, value $2,028,547.

    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 6,086 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,684,426.

    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).