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Disclosery

Optivise Advisory Services LLC: SPAB position timeline

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

Optivise Advisory Services LLC held 12,632 SPAB 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 12,632 shares
    Change vs previous 13F -1,445 shares

    0.16% of the 13F portfolio, value $322,369.

    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 14,077 shares
    Change vs previous 13F -419 shares

    0.22% of the 13F portfolio, value $360,653.

    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 14,496 shares
    Change vs previous 13F -2,230 shares

    0.22% of the 13F portfolio, value $373,272.

    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 16,726 shares
    Change vs previous 13F -5,027 shares

    0.26% of the 13F portfolio, value $432,367.

    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 21,753 shares
    Change vs previous 13F -4,990 shares

    0.28% of the 13F portfolio, value $556,877.

    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 26,743 shares
    Change vs previous 13F -9,392 shares

    0.38% of the 13F portfolio, value $683,016.

    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 36,135 shares
    Change vs previous 13F -3,008 shares

    0.49% of the 13F portfolio, value $903,014.

    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 39,143 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,023,198.

    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).