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Disclosery

Optivise Advisory Services LLC: THTA position timeline

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

Optivise Advisory Services LLC held 43,163 THTA 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 43,163 shares
    Change vs previous 13F +114 shares

    0.34% of the 13F portfolio, value $672,911.

    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 43,049 shares
    Change vs previous 13F -17,225 shares

    0.4% of the 13F portfolio, value $662,955.

    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 60,274 shares
    Change vs previous 13F -25,836 shares

    0.53% of the 13F portfolio, value $917,370.

    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 86,110 shares
    Change vs previous 13F -209,511 shares

    0.78% of the 13F portfolio, value $1,303,206.

    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 295,621 shares
    Change vs previous 13F -149,396 shares

    2.27% of the 13F portfolio, value $4,449,092.

    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 445,017 shares
    Change vs previous 13F +128,495 shares

    4.69% of the 13F portfolio, value $8,357,414.

    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 316,522 shares
    Change vs previous 13F +98,272 shares

    3.26% of the 13F portfolio, value $6,052,367.

    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 218,250 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $4,133,663.

    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).