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Optivise Advisory Services LLC: TMC position timeline

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

Optivise Advisory Services LLC held 53,070 TMC 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 53,070 shares
    Change vs previous 13F +250 shares

    0.12% of the 13F portfolio, value $235,100.

    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 52,820 shares
    Change vs previous 13F +12,120 shares

    0.15% of the 13F portfolio, value $246,669.

    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 40,700 shares
    Change vs previous 13F -8,600 shares

    0.14% of the 13F portfolio, value $251,119.

    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 49,300 shares
    Change vs previous 13F -400 shares

    0.19% of the 13F portfolio, value $314,041.

    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 49,700 shares
    Change vs previous 13F +1,500 shares

    0.17% of the 13F portfolio, value $328,020.

    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 48,200 shares
    Change vs previous 13F -890 shares

    0.05% of the 13F portfolio, value $82,904.

    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 49,090 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $54,981.

    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 49,080 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $52,025.

    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).