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Optivise Advisory Services LLC: TFLO position timeline

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

Optivise Advisory Services LLC held 131,894 TFLO 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 131,894 shares
    Change vs previous 13F -98,944 shares

    3.39% of the 13F portfolio, value $6,677,777.

    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 230,838 shares
    Change vs previous 13F +65,141 shares

    7.08% of the 13F portfolio, value $11,687,340.

    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 165,697 shares
    Change vs previous 13F -14,324 shares

    4.82% of the 13F portfolio, value $8,361,055.

    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 180,021 shares
    Change vs previous 13F -215,286 shares

    5.42% of the 13F portfolio, value $9,107,248.

    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 395,307 shares
    Change vs previous 13F -193,632 shares

    10.23% of the 13F portfolio, value $20,022,277.

    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 588,939 shares
    Change vs previous 13F +231,021 shares

    16.75% of the 13F portfolio, value $29,835,661.

    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 357,918 shares
    Change vs previous 13F -313,478 shares

    9.74% of the 13F portfolio, value $18,064,109.

    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 671,396 shares
    Change vs previous 13F not available

    17.88% of the 13F portfolio, value $33,972,651.

    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).