Skip to content
Disclosery

Optimist Retirement Group LLC: AVGO position timeline

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

Optimist Retirement Group LLC held 8,285 AVGO 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 8,285 shares
    Change vs previous 13F -90 shares

    1.21% of the 13F portfolio, value $3,129,620.

    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 8,375 shares
    Change vs previous 13F -58 shares

    1.14% of the 13F portfolio, value $2,592,077.

    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 8,433 shares
    Change vs previous 13F -119 shares

    1.34% of the 13F portfolio, value $2,918,615.

    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 8,552 shares
    Change vs previous 13F -1,972 shares

    1.27% of the 13F portfolio, value $2,821,254.

    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 10,524 shares
    Change vs previous 13F -10 shares

    1.39% of the 13F portfolio, value $2,901,028.

    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 10,534 shares
    Change vs previous 13F -4,040 shares

    0.88% of the 13F portfolio, value $1,763,696.

    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 14,574 shares
    Change vs previous 13F -1,138 shares

    1.6% of the 13F portfolio, value $3,378,949.

    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 15,712 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,710,330.

    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).