Position in LTM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$232,714
+$8,951 QoQ
Shares Held
4,707
+13.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LTM Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Optivise Advisory Services LLC holds $298,307 across 1 Airlines name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
3,185 | $298,307 |
All Filings in LTM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,714 | 4,707 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $223,763 | 4,143 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $200,231 | 4,425 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||