Optivise Advisory Services LLC: SHV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optivise Advisory Services LLC on SHV, newest first. How the timeline and the estimate are built.
Optivise Advisory Services LLC held 0 SHV shares at 2025-09-30 per its 13F-HR filed 2025-10-17.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -20,759 shares
13F-HR 0002042876-25-000006 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 20,759 sharesChange vs previous 13F +335 shares
1.17% of the 13F portfolio, value $2,292,209.
13F-HR 0002042876-25-000003 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,424 sharesChange vs previous 13F -123 shares
1.27% of the 13F portfolio, value $2,256,035.
13F-HR 0002042876-25-000002 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,547 sharesChange vs previous 13F 0 shares
1.22% of the 13F portfolio, value $2,262,430.
13F-HR 0002042876-25-000001 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,547 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $2,273,115.
13F-HR 0002042876-24-000001 filed by Optivise Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).