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Optivise Advisory Services LLC: VOO position timeline

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

Optivise Advisory Services LLC held 2,971 VOO 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 2,971 shares
    Change vs previous 13F +132 shares

    1.04% of the 13F portfolio, value $2,040,189.

    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 2,839 shares
    Change vs previous 13F +74 shares

    1.03% of the 13F portfolio, value $1,696,387.

    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 2,765 shares
    Change vs previous 13F +324 shares

    1% of the 13F portfolio, value $1,733,843.

    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 2,441 shares
    Change vs previous 13F -1,335 shares

    0.89% of the 13F portfolio, value $1,494,716.

    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 3,776 shares
    Change vs previous 13F +339 shares

    1.1% of the 13F portfolio, value $2,144,887.

    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 3,437 shares
    Change vs previous 13F +156 shares

    0.99% of the 13F portfolio, value $1,766,313.

    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 3,281 shares
    Change vs previous 13F +127 shares

    0.95% of the 13F portfolio, value $1,767,860.

    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 3,154 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,664,074.

    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).