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Optas, LLC: XYZ position timeline

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

Optas, LLC held 56,337 XYZ 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 56,337 shares
    Change vs previous 13F +261 shares

    0.6% of the 13F portfolio, value $4,281,612.

    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 56,076 shares
    Change vs previous 13F +384 shares

    0.51% of the 13F portfolio, value $3,374,654.

    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 55,692 shares
    Change vs previous 13F -3,121 shares

    0.57% of the 13F portfolio, value $3,624,992.

    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 58,813 shares
    Change vs previous 13F +119 shares

    0.72% of the 13F portfolio, value $4,250,416.

    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 58,694 shares
    Change vs previous 13F -463 shares

    0.76% of the 13F portfolio, value $3,987,084.

    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 59,157 shares
    Change vs previous 13F +422 shares

    0.56% of the 13F portfolio, value $3,214,000.

    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 58,735 shares
    Change vs previous 13F -3,269 shares

    1.08% of the 13F portfolio, value $4,991,890.

    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 62,004 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,162,329.

    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).