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Disclosery

OPTIMA CAPITAL LLC: VYM position timeline

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

OPTIMA CAPITAL LLC held 2,575 VYM 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 2,575 shares
    Change vs previous 13F -260 shares

    0.16% of the 13F portfolio, value $406,933.

    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 2,835 shares
    Change vs previous 13F +291 shares

    0.19% of the 13F portfolio, value $419,740.

    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 2,544 shares
    Change vs previous 13F +16 shares

    0.16% of the 13F portfolio, value $365,148.

    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 2,528 shares
    Change vs previous 13F +241 shares

    0.17% of the 13F portfolio, value $356,267.

    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 2,287 shares
    Change vs previous 13F -74 shares

    0.16% of the 13F portfolio, value $304,963.

    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 2,361 shares
    Change vs previous 13F -1,317 shares

    0.19% of the 13F portfolio, value $304,437.

    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 3,678 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $469,257.

    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).