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Optivise Advisory Services LLC: ZHDG position timeline

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

Optivise Advisory Services LLC held 41,471 ZHDG 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 41,471 shares
    Change vs previous 13F -260 shares

    0.5% of the 13F portfolio, value $975,925.

    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 41,731 shares
    Change vs previous 13F -246 shares

    0.53% of the 13F portfolio, value $881,355.

    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 41,977 shares
    Change vs previous 13F -12,411 shares

    0.55% of the 13F portfolio, value $949,893.

    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 54,388 shares
    Change vs previous 13F +5,969 shares

    0.74% of the 13F portfolio, value $1,236,114.

    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 48,419 shares
    Change vs previous 13F +4,015 shares

    0.53% of the 13F portfolio, value $1,031,809.

    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 44,404 shares
    Change vs previous 13F -41,030 shares

    0.48% of the 13F portfolio, value $859,661.

    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 85,434 shares
    Change vs previous 13F -9,786 shares

    0.93% of the 13F portfolio, value $1,734,310.

    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 95,220 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,951,753.

    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).