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Optimist Retirement Group LLC: MO position timeline

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

Optimist Retirement Group LLC held 35,050 MO 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 35,050 shares
    Change vs previous 13F -263 shares

    0.97% of the 13F portfolio, value $2,521,845.

    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 35,313 shares
    Change vs previous 13F -261 shares

    1.03% of the 13F portfolio, value $2,330,290.

    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 35,574 shares
    Change vs previous 13F -3 shares

    0.94% of the 13F portfolio, value $2,051,183.

    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 35,577 shares
    Change vs previous 13F +178 shares

    1.06% of the 13F portfolio, value $2,350,248.

    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 35,399 shares
    Change vs previous 13F -3,658 shares

    0.99% of the 13F portfolio, value $2,075,463.

    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 39,057 shares
    Change vs previous 13F -1,396 shares

    1.17% of the 13F portfolio, value $2,344,190.

    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 40,453 shares
    Change vs previous 13F -219 shares

    1% of the 13F portfolio, value $2,115,297.

    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 40,672 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,075,875.

    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).