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Disclosery

Optivise Advisory Services LLC: SPGP position timeline

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

Optivise Advisory Services LLC held 0 SPGP shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -9,330 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 9,330 shares
    Change vs previous 13F -1,384 shares

    0.53% of the 13F portfolio, value $978,554.

    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).

  3. period ended2024-09-30
    13F 10,714 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,121,474.

    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).