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Optimist Retirement Group LLC: BTI position timeline

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

Optimist Retirement Group LLC held 40,936 BTI 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 40,936 shares
    Change vs previous 13F -179 shares

    0.98% of the 13F portfolio, value $2,528,200.

    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 41,115 shares
    Change vs previous 13F -398 shares

    1.06% of the 13F portfolio, value $2,403,997.

    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 41,513 shares
    Change vs previous 13F +48 shares

    1.08% of the 13F portfolio, value $2,350,474.

    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 41,465 shares
    Change vs previous 13F -9,005 shares

    0.99% of the 13F portfolio, value $2,200,948.

    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 50,470 shares
    Change vs previous 13F -4,398 shares

    1.15% of the 13F portfolio, value $2,388,748.

    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 54,868 shares
    Change vs previous 13F -5,036 shares

    1.14% of the 13F portfolio, value $2,269,885.

    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 59,904 shares
    Change vs previous 13F -2,092 shares

    1.03% of the 13F portfolio, value $2,175,701.

    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 61,996 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,267,810.

    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).