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Optivise Advisory Services LLC: QQH position timeline

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

Optivise Advisory Services LLC held 80,132 QQH 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 80,132 shares
    Change vs previous 13F -8,335 shares

    3.48% of the 13F portfolio, value $6,859,320.

    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 88,467 shares
    Change vs previous 13F -2,845 shares

    3.74% of the 13F portfolio, value $6,177,668.

    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 91,312 shares
    Change vs previous 13F -27,431 shares

    4.07% of the 13F portfolio, value $7,064,354.

    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 118,743 shares
    Change vs previous 13F -3,821 shares

    5.39% of the 13F portfolio, value $9,062,886.

    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 122,564 shares
    Change vs previous 13F +35,838 shares

    4.23% of the 13F portfolio, value $8,286,535.

    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 86,726 shares
    Change vs previous 13F -52,896 shares

    2.85% of the 13F portfolio, value $5,071,722.

    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 139,622 shares
    Change vs previous 13F +36,393 shares

    5.04% of the 13F portfolio, value $9,358,846.

    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 103,229 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $6,508,599.

    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).