Optivise Advisory Services LLC: SPMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optivise Advisory Services LLC on SPMO, newest first. How the timeline and the estimate are built.
Optivise Advisory Services LLC held 9,431 SPMO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,431 sharesChange vs previous 13F +9,431 shares
0.77% of the 13F portfolio, value $1,523,484.
13F-HR 0002042876-26-000003 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 ended2025-12-3113F 0 sharesChange vs previous 13F -11,400 shares
13F-HR 0002042876-26-000001 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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 11,400 sharesChange vs previous 13F -5,700 shares
0.82% of the 13F portfolio, value $1,380,084.
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).
- period ended2025-06-3013F 17,100 sharesChange vs previous 13F +17,100 shares
0.98% of the 13F portfolio, value $1,923,237.
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 ended2024-09-3013F 0 sharesChange vs previous 13F not available
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).
Exited: the 13F for this period no longer lists the position.