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Optivise Advisory Services LLC: SPHQ position timeline

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

Optivise Advisory Services LLC held 17,159 SPHQ 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 17,159 shares
    Change vs previous 13F -767 shares

    0.79% of the 13F portfolio, value $1,546,051.

    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 17,926 shares
    Change vs previous 13F +5,101 shares

    0.82% of the 13F portfolio, value $1,347,877.

    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 12,825 shares
    Change vs previous 13F +3,060 shares

    0.55% of the 13F portfolio, value $962,481.

    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 9,765 shares
    Change vs previous 13F +718 shares

    0.43% of the 13F portfolio, value $715,662.

    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 9,047 shares
    Change vs previous 13F +3,722 shares

    0.33% of the 13F portfolio, value $644,723.

    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 5,325 shares
    Change vs previous 13F +953 shares

    0.2% of the 13F portfolio, value $353,246.

    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 4,372 shares
    Change vs previous 13F -23,574 shares

    0.16% of the 13F portfolio, value $293,035.

    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 27,946 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,879,942.

    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).