OPTIMA CAPITAL LLC: VIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPTIMA CAPITAL LLC on VIG, newest first. How the timeline and the estimate are built.
OPTIMA CAPITAL LLC held 20,337 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 20,337 sharesChange vs previous 13F +1,560 shares
1.9% of the 13F portfolio, value $4,812,217.
13F-HR 0002070972-26-000003 filed by OPTIMA CAPITAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,777 sharesChange vs previous 13F +1,572 shares
1.87% of the 13F portfolio, value $4,038,107.
13F-HR 0002070972-26-000002 filed by OPTIMA CAPITAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,205 sharesChange vs previous 13F +368 shares
1.64% of the 13F portfolio, value $3,781,286.
13F-HR 0002070972-26-000001 filed by OPTIMA CAPITAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,837 sharesChange vs previous 13F +721 shares
1.77% of the 13F portfolio, value $3,647,192.
13F-HR 0002070972-25-000006 filed by OPTIMA CAPITAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,116 sharesChange vs previous 13F +2,097 shares
1.78% of the 13F portfolio, value $3,312,268.
13F-HR 0002070972-25-000004 filed by OPTIMA CAPITAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,019 sharesChange vs previous 13F +1,210 shares
1.73% of the 13F portfolio, value $2,719,574.
13F-HR 0002070972-25-000003 filed by OPTIMA CAPITAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,809 sharesChange vs previous 13F not available
1.73% of the 13F portfolio, value $2,508,330.
13F-HR 0002070972-25-000002 filed by OPTIMA CAPITAL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).