Skip to content
Disclosery

Optimist Retirement Group LLC: BHP position timeline

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

Optimist Retirement Group LLC held 38,145 BHP 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 38,145 shares
    Change vs previous 13F -1,202 shares

    1.23% of the 13F portfolio, value $3,177,860.

    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 39,347 shares
    Change vs previous 13F -4,899 shares

    1.26% of the 13F portfolio, value $2,862,101.

    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 44,246 shares
    Change vs previous 13F -1,428 shares

    1.22% of the 13F portfolio, value $2,671,120.

    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 45,674 shares
    Change vs previous 13F +313 shares

    1.15% of the 13F portfolio, value $2,546,315.

    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 45,361 shares
    Change vs previous 13F +2 shares

    1.05% of the 13F portfolio, value $2,181,410.

    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 45,359 shares
    Change vs previous 13F +30,836 shares

    1.1% of the 13F portfolio, value $2,201,726.

    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 14,523 shares
    Change vs previous 13F -24,300 shares

    0.34% of the 13F portfolio, value $709,158.

    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 38,823 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,411,297.

    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).