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Disclosery

OPTIMA CAPITAL LLC: USFR position timeline

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

OPTIMA CAPITAL LLC held 61,432 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,432 shares
    Change vs previous 13F +18,649 shares

    1.22% of the 13F portfolio, value $3,093,095.

    13F-HR 0002070972-26-000003 filed by OPTIMA CAPITAL 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 42,783 shares
    Change vs previous 13F -6,043 shares

    1% of the 13F portfolio, value $2,153,687.

    13F-HR 0002070972-26-000002 filed by OPTIMA CAPITAL 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 48,826 shares
    Change vs previous 13F -31,711 shares

    1.06% of the 13F portfolio, value $2,456,944.

    13F-HR 0002070972-26-000001 filed by OPTIMA CAPITAL 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 80,537 shares
    Change vs previous 13F -5,430 shares

    1.96% of the 13F portfolio, value $4,048,597.

    13F-HR 0002070972-25-000006 filed by OPTIMA CAPITAL 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 85,967 shares
    Change vs previous 13F -18,968 shares

    2.33% of the 13F portfolio, value $4,325,013.

    13F-HR 0002070972-25-000004 filed by OPTIMA CAPITAL 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 104,935 shares
    Change vs previous 13F +60,622 shares

    3.36% of the 13F portfolio, value $5,281,400.

    13F-HR 0002070972-25-000003 filed by OPTIMA CAPITAL 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 44,313 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,229,836.

    13F-HR 0002070972-25-000002 filed by OPTIMA CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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