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Disclosery

Optivise Advisory Services LLC: USFR position timeline

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

Optivise Advisory Services LLC held 37,665 USFR 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 37,665 shares
    Change vs previous 13F -69,210 shares

    0.96% of the 13F portfolio, value $1,896,421.

    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 106,875 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $5,380,075.

    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).