Skip to content
Disclosery

Optimist Retirement Group LLC: BDEC position timeline

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

Optimist Retirement Group LLC held 5,171 BDEC 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 5,171 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $275,110.

    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 5,171 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $248,212.

    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 5,171 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $256,275.

    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 5,171 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $247,846.

    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 5,171 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $233,522.

    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 5,171 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $216,436.

    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 5,171 shares
    Change vs previous 13F -383 shares

    0.11% of the 13F portfolio, value $222,922.

    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 5,554 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $239,261.

    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).