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Disclosery

Optimist Retirement Group LLC: SPDW position timeline

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

Optimist Retirement Group LLC held 164,804 SPDW 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 164,804 shares
    Change vs previous 13F -1,595 shares

    3.2% of the 13F portfolio, value $8,304,492.

    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 166,399 shares
    Change vs previous 13F -1,600 shares

    3.35% of the 13F portfolio, value $7,596,136.

    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 167,999 shares
    Change vs previous 13F -330 shares

    3.42% of the 13F portfolio, value $7,460,857.

    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 168,329 shares
    Change vs previous 13F -339 shares

    3.26% of the 13F portfolio, value $7,202,784.

    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 168,668 shares
    Change vs previous 13F -5,362 shares

    3.27% of the 13F portfolio, value $6,829,354.

    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 174,030 shares
    Change vs previous 13F +2,090 shares

    3.17% of the 13F portfolio, value $6,336,433.

    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 171,940 shares
    Change vs previous 13F +7,633 shares

    2.78% of the 13F portfolio, value $5,868,313.

    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 164,307 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $6,171,382.

    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).