Optivise Advisory Services LLC: WCMI position timeline

Optivise Advisory Services LLC held 15,281 WCMI 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 15,281 shares

   Change vs previous 13F -188 shares

   0.15% of the 13F portfolio, value $299,049.

   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 ended2026-03-31

   13F 15,469 shares

   Change vs previous 13F +195 shares

   0.16% of the 13F portfolio, value $259,415.

   13F-HR 0002042876-26-000002 filed by Optivise Advisory Services LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 15,274 shares

   Change vs previous 13F +2,916 shares

   0.15% of the 13F portfolio, value $259,811.

   13F-HR 0002042876-26-000001 filed by Optivise Advisory Services LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 12,358 shares

   Change vs previous 13F +888 shares

   0.12% of the 13F portfolio, value $208,479.

   13F-HR 0002042876-25-000006 filed by Optivise Advisory Services LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,470 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $182,488.

   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).