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Optimist Retirement Group LLC: SPYV position timeline

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

Optimist Retirement Group LLC held 232,705 SPYV 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 232,705 shares
    Change vs previous 13F +671 shares

    5.46% of the 13F portfolio, value $14,146,122.

    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 232,034 shares
    Change vs previous 13F +909 shares

    5.79% of the 13F portfolio, value $13,128,483.

    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 231,125 shares
    Change vs previous 13F -239 shares

    6.02% of the 13F portfolio, value $13,130,226.

    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 231,364 shares
    Change vs previous 13F +247 shares

    5.79% of the 13F portfolio, value $12,801,347.

    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 231,117 shares
    Change vs previous 13F -1,812 shares

    5.8% of the 13F portfolio, value $12,096,664.

    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 232,929 shares
    Change vs previous 13F +1,392 shares

    5.95% of the 13F portfolio, value $11,895,698.

    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 231,537 shares
    Change vs previous 13F +7,040 shares

    5.6% of the 13F portfolio, value $11,840,813.

    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 224,497 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $11,866,911.

    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).