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Optimist Retirement Group LLC: HRB position timeline

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

Optimist Retirement Group LLC held 58,076 HRB 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 58,076 shares
    Change vs previous 13F +268 shares

    0.85% of the 13F portfolio, value $2,211,523.

    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 57,808 shares
    Change vs previous 13F +15,500 shares

    0.81% of the 13F portfolio, value $1,834,819.

    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 42,308 shares
    Change vs previous 13F +543 shares

    0.84% of the 13F portfolio, value $1,843,762.

    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 41,765 shares
    Change vs previous 13F +530 shares

    0.95% of the 13F portfolio, value $2,112,057.

    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 41,235 shares
    Change vs previous 13F -3,027 shares

    1.08% of the 13F portfolio, value $2,263,363.

    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 44,262 shares
    Change vs previous 13F +1,416 shares

    1.22% of the 13F portfolio, value $2,430,415.

    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 42,846 shares
    Change vs previous 13F -236 shares

    1.07% of the 13F portfolio, value $2,263,980.

    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 43,082 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,737,830.

    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).