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Optimist Retirement Group LLC: SLYG position timeline

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

Optimist Retirement Group LLC held 131,839 SLYG 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 131,839 shares
    Change vs previous 13F -1,980 shares

    6.06% of the 13F portfolio, value $15,705,927.

    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 133,819 shares
    Change vs previous 13F +153 shares

    5.7% of the 13F portfolio, value $12,929,576.

    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 133,666 shares
    Change vs previous 13F -63 shares

    5.77% of the 13F portfolio, value $12,590,021.

    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 133,729 shares
    Change vs previous 13F +1,347 shares

    5.7% of the 13F portfolio, value $12,611,990.

    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 132,382 shares
    Change vs previous 13F +1,218 shares

    5.63% of the 13F portfolio, value $11,748,904.

    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 131,164 shares
    Change vs previous 13F +1,123 shares

    5.45% of the 13F portfolio, value $10,886,585.

    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 130,041 shares
    Change vs previous 13F +4,419 shares

    5.56% of the 13F portfolio, value $11,749,190.

    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 125,622 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $11,696,691.

    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).