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Optivise Advisory Services LLC

SEC CIK
0002042876
Latest filing
Jul 13, 2026

OPFI holding history

OppFi 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.

OPFI overviewAll 13F holders of OPFIFull Q2 2026 holdings

Shares (Q2 2026)
14,657
Value
$145.5K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of OPFI by Optivise Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,657$145.5K0.1%−2,192−13.0%ReducedHolders
Q1 202616,849$129.9K0.1%+16,849NewHolders
Q4 20250$00.0%−11,250−100.0%Sold outHolders
Q3 202511,250$127.5K0.1%+11,250NewHolders