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Optimist Retirement Group LLC: SPYG position timeline

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

Optimist Retirement Group LLC held 135,356 SPYG 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 135,356 shares
    Change vs previous 13F -648 shares

    6.21% of the 13F portfolio, value $16,106,058.

    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 136,004 shares
    Change vs previous 13F -1,688 shares

    5.87% of the 13F portfolio, value $13,316,142.

    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 137,692 shares
    Change vs previous 13F -2,638 shares

    6.73% of the 13F portfolio, value $14,691,743.

    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 140,330 shares
    Change vs previous 13F -4,050 shares

    6.63% of the 13F portfolio, value $14,665,889.

    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 144,380 shares
    Change vs previous 13F -1,215 shares

    6.6% of the 13F portfolio, value $13,762,301.

    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 145,595 shares
    Change vs previous 13F -3,216 shares

    5.86% of the 13F portfolio, value $11,701,454.

    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 148,811 shares
    Change vs previous 13F -2,303 shares

    6.19% of the 13F portfolio, value $13,080,507.

    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 151,114 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $12,533,431.

    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).