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Optas, LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optas, LLC on EXC, newest first. How the timeline and the estimate are built.

Optas, LLC held 8,449 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,449 shares
    Change vs previous 13F +409 shares

    0.06% of the 13F portfolio, value $393,891.

    13F-HR 0001802961-26-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,040 shares
    Change vs previous 13F -21 shares

    0.06% of the 13F portfolio, value $394,121.

    13F-HR 0001802961-26-000002 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,061 shares
    Change vs previous 13F -2,958 shares

    0.05% of the 13F portfolio, value $351,377.

    13F-HR 0001802961-26-000001 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,019 shares
    Change vs previous 13F +5,597 shares

    0.08% of the 13F portfolio, value $495,963.

    13F-HR 0001802961-25-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,422 shares
    Change vs previous 13F +32 shares

    0.04% of the 13F portfolio, value $235,421.

    13F-HR 0001085146-25-004086 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,390 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $248,373.

    13F-HR 0001085146-25-002171 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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