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Disclosery

Optas, LLC: WTFC position timeline

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

Optas, LLC held 1,919 WTFC 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 1,919 shares
    Change vs previous 13F +69 shares

    0.04% of the 13F portfolio, value $308,420.

    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 1,850 shares
    Change vs previous 13F +265 shares

    0.04% of the 13F portfolio, value $257,039.

    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 1,585 shares
    Change vs previous 13F +1,585 shares

    0.03% of the 13F portfolio, value $221,615.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,880 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 1,880 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $211,428.

    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).