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Optas, LLC: PM position timeline

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

Optas, LLC held 4,848 PM 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 4,848 shares
    Change vs previous 13F -46 shares

    0.12% of the 13F portfolio, value $877,051.

    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 4,894 shares
    Change vs previous 13F +483 shares

    0.12% of the 13F portfolio, value $809,176.

    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 4,411 shares
    Change vs previous 13F +687 shares

    0.11% of the 13F portfolio, value $707,523.

    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 3,724 shares
    Change vs previous 13F -3,092 shares

    0.1% of the 13F portfolio, value $604,034.

    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 6,816 shares
    Change vs previous 13F +3,775 shares

    0.24% of the 13F portfolio, value $1,241,402.

    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 3,041 shares
    Change vs previous 13F +454 shares

    0.08% of the 13F portfolio, value $482,698.

    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).

  7. period ended2024-12-31
    13F 2,587 shares
    Change vs previous 13F +379 shares

    0.07% of the 13F portfolio, value $311,346.

    13F-HR 0001085146-25-000492 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).

  8. period ended2024-09-30
    13F 2,208 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $268,049.

    13F-HR 0001085146-24-005208 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).