Optivise Advisory Services LLC

SEC CIK: 0002042876
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

CRS holding history

Carpenter Technology Corp 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.

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

Shares (Q2 2026): 705
Value: $435.0K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2024

Holdings of CRS by Optivise Advisory Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	705	$435.0K	0.2%	+705	New	Holders
Q2 2025	0	$0	0.0%	−1,262−100.0%	Sold out	Holders
Q1 2025	1,262	$228.6K	0.1%	−66−5.0%	Reduced	Holders
Q4 2024	1,328	$225.4K	0.1%	+1,328	New	Holders