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Disclosery

Optivise Advisory Services LLC: WWJD position timeline

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

Optivise Advisory Services LLC held 19,820 WWJD 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 19,820 shares
    Change vs previous 13F -742 shares

    0.38% of the 13F portfolio, value $755,737.

    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 20,562 shares
    Change vs previous 13F -73 shares

    0.47% of the 13F portfolio, value $768,813.

    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 20,635 shares
    Change vs previous 13F +8,023 shares

    0.43% of the 13F portfolio, value $752,765.

    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 12,612 shares
    Change vs previous 13F -1,095 shares

    0.26% of the 13F portfolio, value $444,762.

    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 13,707 shares
    Change vs previous 13F -1,383 shares

    0.24% of the 13F portfolio, value $469,739.

    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 15,090 shares
    Change vs previous 13F +1,625 shares

    0.26% of the 13F portfolio, value $463,939.

    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 13,465 shares
    Change vs previous 13F -747 shares

    0.21% of the 13F portfolio, value $390,485.

    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 14,212 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $459,048.

    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).