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Optivise Advisory Services LLC

SEC CIK
0002042876
Latest filing
Jul 13, 2026

HD holding history

Home Depot, 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.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
2,042
Value
$720.2K
% of portfolio
0.4%
Quarters held
9
Since Q2 2024
Holdings of HD by Optivise Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,042$720.2K0.4%−4−0.2%ReducedHolders
Q1 20262,046$672.8K0.4%+65+3.3%AddedHolders
Q4 20251,981$681.7K0.4%+362+22.4%AddedHolders
Q3 20251,619$656.0K0.4%+201+14.2%AddedHolders
Q2 20251,418$519.8K0.3%−39−2.7%ReducedHolders
Q1 20251,457$534.1K0.3%+114+8.5%AddedHolders
Q4 20241,343$522.6K0.3%+98+7.9%AddedHolders
Q3 20241,245$504.4K0.3%−220−15.0%ReducedHolders
Q2 20241,465$504.2K0.3%–No prior filingHolders