Skip to content
Disclosery

Optimist Retirement Group LLC: QQQ position timeline

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

Optimist Retirement Group LLC held 6,684 QQQ 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 6,684 shares
    Change vs previous 13F 0 shares

    1.9% of the 13F portfolio, value $4,921,761.

    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 6,684 shares
    Change vs previous 13F +5 shares

    1.7% of the 13F portfolio, value $3,857,607.

    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 6,679 shares
    Change vs previous 13F +6 shares

    1.88% of the 13F portfolio, value $4,102,686.

    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 6,673 shares
    Change vs previous 13F -2 shares

    1.81% of the 13F portfolio, value $4,006,004.

    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 6,675 shares
    Change vs previous 13F +2 shares

    1.77% of the 13F portfolio, value $3,681,990.

    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 6,673 shares
    Change vs previous 13F +15 shares

    1.57% of the 13F portfolio, value $3,129,214.

    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 6,658 shares
    Change vs previous 13F +2 shares

    1.61% of the 13F portfolio, value $3,403,890.

    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 6,656 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,248,367.

    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).