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Disclosery

Optimist Retirement Group LLC: IJS position timeline

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

Optimist Retirement Group LLC held 1,842 IJS 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 1,842 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $251,709.

    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 1,834 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $217,252.

    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 1,831 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $208,207.

    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 1,822 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $201,527.

    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).