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Optivise Advisory Services LLC

SEC CIK
0002042876
Latest filing
Jul 13, 2026

HWM holding history

Howmet Aerospace 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.

HWM overviewAll 13F holders of HWMFull Q2 2026 holdings

Shares (Q2 2026)
1,141
Value
$306.9K
% of portfolio
0.2%
Quarters held
6
Since Q4 2024
Holdings of HWM by Optivise Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,141$306.9K0.2%+98+9.4%AddedHolders
Q1 20261,043$240.4K0.1%−324−23.7%ReducedHolders
Q4 20251,367$280.3K0.2%−206−13.1%ReducedHolders
Q3 20251,573$308.7K0.2%+205+15.0%AddedHolders
Q2 20251,368$254.7K0.1%+1,368NewHolders
Q1 20250$00.0%−1,938−100.0%Sold outHolders
Q4 20241,938$212.0K0.1%+1,938NewHolders