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Householder Group Estate & Retirement Specialist, LLC: OPITQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on OPITQ, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 547,941 OPITQ shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 547,941 shares
    Change vs previous 13F -8,453 shares

    0.41% of the 13F portfolio, value $547,000.

    13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 556,394 shares
    Change vs previous 13F +3,948 shares

    0.35% of the 13F portfolio, value $1,212,000.

    13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 552,446 shares
    Change vs previous 13F +31,737 shares

    0.32% of the 13F portfolio, value $1,126,000.

    13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 520,709 shares
    Change vs previous 13F +3,334 shares

    0.32% of the 13F portfolio, value $1,062,252.

    13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 517,375 shares
    Change vs previous 13F +115,238 shares

    1.25% of the 13F portfolio, value $3,787,000.

    13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 402,137 shares
    Change vs previous 13F +77,191 shares

    0.59% of the 13F portfolio, value $1,648,767.

    13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 324,946 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,997,000.

    13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).