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Optimist Retirement Group LLC: NAPR position timeline

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

Optimist Retirement Group LLC held 10,706 NAPR 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 10,706 shares
    Change vs previous 13F -1,763 shares

    0.24% of the 13F portfolio, value $633,795.

    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 12,469 shares
    Change vs previous 13F -76 shares

    0.3% of the 13F portfolio, value $681,057.

    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 12,545 shares
    Change vs previous 13F +265 shares

    0.31% of the 13F portfolio, value $673,666.

    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 12,280 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $646,549.

    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 12,280 shares
    Change vs previous 13F +1,804 shares

    0.3% of the 13F portfolio, value $626,403.

    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 10,476 shares
    Change vs previous 13F -87 shares

    0.25% of the 13F portfolio, value $499,705.

    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 10,563 shares
    Change vs previous 13F +102 shares

    0.25% of the 13F portfolio, value $532,300.

    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 10,461 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $508,823.

    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).