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Optimist Retirement Group LLC: AAMI position timeline

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

Optimist Retirement Group LLC held 8,368 AAMI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,368 shares
    Change vs previous 13F +314 shares

    0.23% of the 13F portfolio, value $598,479.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement Group 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 8,054 shares
    Change vs previous 13F -1,121 shares

    0.19% of the 13F portfolio, value $438,299.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement Group 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 9,175 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $431,225.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement Group 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 9,175 shares
    Change vs previous 13F -1,932 shares

    0.2% of the 13F portfolio, value $441,868.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement Group 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 11,107 shares
    Change vs previous 13F +745 shares

    0.19% of the 13F portfolio, value $391,411.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement Group 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 10,362 shares
    Change vs previous 13F +1,239 shares

    0.13% of the 13F portfolio, value $267,961.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement Group 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 9,123 shares
    Change vs previous 13F -244 shares

    0.11% of the 13F portfolio, value $240,300.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement Group 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 9,367 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $237,922.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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