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Disclosery

Optivise Advisory Services LLC: SPYV position timeline

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

Optivise Advisory Services LLC held 23,312 SPYV 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 23,312 shares
    Change vs previous 13F +816 shares

    0.72% of the 13F portfolio, value $1,417,126.

    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 22,496 shares
    Change vs previous 13F +279 shares

    0.77% of the 13F portfolio, value $1,272,814.

    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 22,217 shares
    Change vs previous 13F -140 shares

    0.73% of the 13F portfolio, value $1,262,161.

    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 22,357 shares
    Change vs previous 13F -757 shares

    0.74% of the 13F portfolio, value $1,237,026.

    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 23,114 shares
    Change vs previous 13F -693 shares

    0.62% of the 13F portfolio, value $1,209,796.

    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 23,807 shares
    Change vs previous 13F -3,891 shares

    0.68% of the 13F portfolio, value $1,215,802.

    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 27,698 shares
    Change vs previous 13F -3,001 shares

    0.76% of the 13F portfolio, value $1,416,467.

    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 30,699 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,622,749.

    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).