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Disclosery

Optivise Advisory Services LLC: PTLC position timeline

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

Optivise Advisory Services LLC held 8,013 PTLC 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 8,013 shares
    Change vs previous 13F -3,452 shares

    0.24% of the 13F portfolio, value $466,837.

    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 11,465 shares
    Change vs previous 13F -82 shares

    0.36% of the 13F portfolio, value $601,454.

    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 11,547 shares
    Change vs previous 13F -20,038 shares

    0.37% of the 13F portfolio, value $641,782.

    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 31,585 shares
    Change vs previous 13F -11,389 shares

    1.03% of the 13F portfolio, value $1,729,575.

    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 42,974 shares
    Change vs previous 13F +4,495 shares

    1.11% of the 13F portfolio, value $2,181,348.

    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 38,479 shares
    Change vs previous 13F -427 shares

    1.11% of the 13F portfolio, value $1,979,754.

    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 38,906 shares
    Change vs previous 13F -5,075 shares

    1.12% of the 13F portfolio, value $2,079,142.

    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 43,981 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,311,178.

    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).