Optivise Advisory Services LLC

SEC CIK: 0002042876
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

AMAT holding history

Applied Materials Inc in every 13F filed by Optivise Advisory Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAT overview All 13F holders of AMAT Full Q2 2026 holdings

Shares (Q2 2026): 585
Value: $422.6K
% of portfolio: 0.2%
Quarters held: 3; Since Q2 2024

Holdings of AMAT by Optivise Advisory Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	585	$422.6K	0.2%	−6−1.0%	Reduced	Holders
Q1 2026	591	$202.2K	0.1%	+591	New	Holders
Q3 2024	0	$0	0.0%	−1,111−100.0%	Sold out	Holders
Q2 2024	1,111	$262.1K	0.1%	–	No prior filing	Holders