Optivise Advisory Services LLC: PM position timeline

Optivise Advisory Services LLC held 3,186 PM 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 3,186 shares

   Change vs previous 13F +476 shares

   0.29% of the 13F portfolio, value $576,316.

   13F-HR 0002042876-26-000003 filed by Optivise Advisory Services LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,710 shares

   Change vs previous 13F -445 shares

   0.27% of the 13F portfolio, value $448,079.

   13F-HR 0002042876-26-000002 filed by Optivise Advisory Services LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,155 shares

   Change vs previous 13F +733 shares

   0.29% of the 13F portfolio, value $506,069.

   13F-HR 0002042876-26-000001 filed by Optivise Advisory Services LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,422 shares

   Change vs previous 13F +521 shares

   0.23% of the 13F portfolio, value $392,880.

   13F-HR 0002042876-25-000006 filed by Optivise Advisory Services LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,901 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $346,298.

   13F-HR 0002042876-25-000003 filed by Optivise Advisory Services LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).