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Optimist Retirement Group LLC: IJT position timeline

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

Optimist Retirement Group LLC held 1,849 IJT 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 1,849 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $330,205.

    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 1,846 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $267,145.

    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 1,843 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $260,188.

    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 1,838 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $260,055.

    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 1,834 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $243,972.

    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 1,830 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $227,795.

    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 1,826 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $247,187.

    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 1,821 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $254,060.

    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).