Optivise Advisory Services LLC

Position in HELE — Helen Of Troy Ltd

CIK 2042876 FRANKLIN, TN

Position in HELE

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$200,728

New position

Shares Held

6,905

first reported quarter

Ownership

0.030%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#126

of 199 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Optivise Advisory Services LLC holds $904,833 across 3 Household & Personal Products names. HELE ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	3,368	$493,883
2	CL	Colgate Palmolive Co	2,293	$210,222
3	HELE	Helen Of Troy Ltd This page	6,905	$200,728

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,728	6,905	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.