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Optimist Retirement Group LLC: SLYV position timeline

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

Optimist Retirement Group LLC held 136,908 SLYV 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 136,908 shares
    Change vs previous 13F -194 shares

    5.76% of the 13F portfolio, value $14,938,009.

    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 137,102 shares
    Change vs previous 13F -4,355 shares

    5.72% of the 13F portfolio, value $12,967,100.

    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 141,457 shares
    Change vs previous 13F +136 shares

    5.9% of the 13F portfolio, value $12,868,314.

    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 141,321 shares
    Change vs previous 13F +708 shares

    5.66% of the 13F portfolio, value $12,528,125.

    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 140,613 shares
    Change vs previous 13F +5,539 shares

    5.38% of the 13F portfolio, value $11,215,329.

    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 135,074 shares
    Change vs previous 13F +796 shares

    5.3% of the 13F portfolio, value $10,589,832.

    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 134,278 shares
    Change vs previous 13F +5,757 shares

    5.54% of the 13F portfolio, value $11,715,729.

    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 128,521 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $11,158,231.

    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).