Optivise Advisory Services LLC

Business address
109 Holiday Court, Suite A6, Franklin, TN, 37067
Top securities (13F)
TFLO, QQH, LGH, CWB, NEAR, MSFT, SPY, UITB, NVDA, DYNF, IVV, BINC, CTA, QQQ, OEF, IVW, HCMT, SPYG, AGG, and AAPL
State of incorporation
TN
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Optivise Advisory Services LLC has filed 8 SEC EDGAR filings since 12 Nov 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-24441
N-PX Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-24441
13F-HR Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-24441
13F-HR Open Document Open Filing 18 Apr 2025 31 Mar 2025 028-24441
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-24441
N-PX Open Document Open Filing 15 Nov 2024 30 Jun 2024 028-24441
13F-HR Open Document Open Filing 14 Nov 2024 30 Jun 2024 028-24441
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-24441