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Optimist Retirement Group LLC: GSK position timeline

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

Optimist Retirement Group LLC held 51,040 GSK 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 51,040 shares
    Change vs previous 13F -232 shares

    1.03% of the 13F portfolio, value $2,675,533.

    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 51,272 shares
    Change vs previous 13F -6,776 shares

    1.25% of the 13F portfolio, value $2,829,719.

    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 58,048 shares
    Change vs previous 13F -1,172 shares

    1.3% of the 13F portfolio, value $2,846,694.

    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 59,220 shares
    Change vs previous 13F +1,774 shares

    1.16% of the 13F portfolio, value $2,555,938.

    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 57,446 shares
    Change vs previous 13F -3,298 shares

    1.06% of the 13F portfolio, value $2,205,939.

    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 60,744 shares
    Change vs previous 13F +28,328 shares

    1.18% of the 13F portfolio, value $2,353,235.

    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 32,416 shares
    Change vs previous 13F -17,138 shares

    0.52% of the 13F portfolio, value $1,096,320.

    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 49,554 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,025,780.

    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).