Optivise Advisory Services LLC: TLT position timeline

Optivise Advisory Services LLC held 7,065 TLT 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 7,065 shares

   Change vs previous 13F +7,065 shares

   0.31% of the 13F portfolio, value $610,594.

   13F-HR 0002042876-26-000003 filed by Optivise Advisory Services LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -9,765 shares

   13F-HR 0002042876-25-000003 filed by Optivise Advisory Services LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 9,765 shares

   Change vs previous 13F +5,910 shares

   0.5% of the 13F portfolio, value $888,946.

   13F-HR 0002042876-25-000002 filed by Optivise Advisory Services LLC
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 3,855 shares

   Change vs previous 13F -176 shares

   0.18% of the 13F portfolio, value $336,694.

   13F-HR 0002042876-25-000001 filed by Optivise Advisory Services LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,031 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $395,481.

   13F-HR 0002042876-24-000001 filed by Optivise Advisory Services LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).