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Disclosery

Optas, LLC: IX position timeline

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

Optas, LLC held 12,930 IX 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 12,930 shares
    Change vs previous 13F +99 shares

    0.07% of the 13F portfolio, value $491,858.

    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 12,831 shares
    Change vs previous 13F -63 shares

    0.06% of the 13F portfolio, value $384,802.

    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 12,894 shares
    Change vs previous 13F +1,570 shares

    0.06% of the 13F portfolio, value $376,764.

    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 11,324 shares
    Change vs previous 13F +840 shares

    0.05% of the 13F portfolio, value $295,783.

    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 10,484 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $236,100.

    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).