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Disclosery

Optivise Advisory Services LLC: VFLO position timeline

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

Optivise Advisory Services LLC held 34,128 VFLO 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 34,128 shares
    Change vs previous 13F -2,512 shares

    0.79% of the 13F portfolio, value $1,561,349.

    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 36,640 shares
    Change vs previous 13F +551 shares

    0.88% of the 13F portfolio, value $1,446,564.

    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 36,089 shares
    Change vs previous 13F -6,755 shares

    0.82% of the 13F portfolio, value $1,421,204.

    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 42,844 shares
    Change vs previous 13F +4,174 shares

    0.96% of the 13F portfolio, value $1,606,644.

    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 38,670 shares
    Change vs previous 13F +5,417 shares

    0.7% of the 13F portfolio, value $1,366,969.

    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 33,253 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,139,929.

    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).