Skip to content
Disclosery

Optimist Retirement Group LLC: PBI position timeline

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

Optimist Retirement Group LLC held 43,456 PBI 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 43,456 shares
    Change vs previous 13F +1,389 shares

    0.29% of the 13F portfolio, value $761,349.

    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 42,067 shares
    Change vs previous 13F +10,808 shares

    0.21% of the 13F portfolio, value $464,840.

    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 31,259 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $330,408.

    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 31,259 shares
    Change vs previous 13F -3,165 shares

    0.16% of the 13F portfolio, value $356,665.

    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 34,424 shares
    Change vs previous 13F +3,344 shares

    0.18% of the 13F portfolio, value $375,566.

    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 31,080 shares
    Change vs previous 13F -4,570 shares

    0.14% of the 13F portfolio, value $281,274.

    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 35,650 shares
    Change vs previous 13F +331 shares

    0.12% of the 13F portfolio, value $258,106.

    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 35,319 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,824.

    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).