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Optimist Retirement Group LLC: SPEM position timeline

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

Optimist Retirement Group LLC held 141,757 SPEM 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 141,757 shares
    Change vs previous 13F -974 shares

    2.83% of the 13F portfolio, value $7,340,201.

    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 142,731 shares
    Change vs previous 13F -1,331 shares

    2.95% of the 13F portfolio, value $6,695,500.

    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 144,062 shares
    Change vs previous 13F +276 shares

    3.09% of the 13F portfolio, value $6,743,531.

    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 143,786 shares
    Change vs previous 13F -9,089 shares

    3.04% of the 13F portfolio, value $6,730,606.

    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 152,875 shares
    Change vs previous 13F -2,950 shares

    3.13% of the 13F portfolio, value $6,533,863.

    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 155,825 shares
    Change vs previous 13F -162 shares

    3.07% of the 13F portfolio, value $6,134,824.

    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 155,987 shares
    Change vs previous 13F +3,171 shares

    2.83% of the 13F portfolio, value $5,985,215.

    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 152,816 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $6,308,234.

    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).