Position in OPFI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$145,544
+$15,639 QoQ
Shares Held
14,657
-13.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#86
of 145 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Optivise Advisory Services LLC holds $784,314 across 3 Credit Services names. OPFI ranks #3 (18.6% of the industry book) .
All Filings in OPFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,544 | 14,657 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $129,905 | 16,849 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $127,462 | 11,250 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||