Optimist Retirement Group LLC: EXPE position timeline

Optimist Retirement Group LLC held 1,705 EXPE 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 1,705 shares

   Change vs previous 13F +108 shares

   0.17% of the 13F portfolio, value $436,275.

   13F-HR 0002011850-26-000003 filed by Optimist Retirement Group LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,597 shares

   Change vs previous 13F -97 shares

   0.16% of the 13F portfolio, value $368,731.

   13F-HR 0002011850-26-000002 filed by Optimist Retirement Group LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,694 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $479,927.

   13F-HR 0002011850-26-000001 filed by Optimist Retirement Group LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,694 shares

   Change vs previous 13F +33 shares

   0.16% of the 13F portfolio, value $362,093.

   13F-HR 0002011850-25-000007 filed by Optimist Retirement Group LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,661 shares

   Change vs previous 13F +192 shares

   0.13% of the 13F portfolio, value $280,177.

   13F-HR 0002011850-25-000006 filed by Optimist Retirement Group LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,469 shares

   Change vs previous 13F -108 shares

   0.12% of the 13F portfolio, value $246,939.

   13F-HR 0002011850-25-000005 filed by Optimist Retirement Group LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,577 shares

   Change vs previous 13F -85 shares

   0.14% of the 13F portfolio, value $293,842.

   13F-HR 0002011850-25-000003 filed by Optimist Retirement Group LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,662 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $246,009.

   13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
   Filed 2024-11-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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