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Optivise Advisory Services LLC

SEC CIK
0002042876
Latest filing
Jul 13, 2026

CMI holding history

Cummins 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.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
1,127
Value
$804.1K
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of CMI by Optivise Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,127$804.1K0.4%+77+7.3%AddedHolders
Q1 20261,050$565.2K0.3%+395+60.3%AddedHolders
Q4 2025655$334.6K0.2%+173+35.9%AddedHolders
Q3 2025482$203.4K0.1%+482NewHolders