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Optimist Retirement Group LLC: UL position timeline

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

Optimist Retirement Group LLC held 29,576 UL 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 29,576 shares
    Change vs previous 13F +251 shares

    0.69% of the 13F portfolio, value $1,778,117.

    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 29,325 shares
    Change vs previous 13F -3,780 shares

    0.74% of the 13F portfolio, value $1,670,645.

    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 33,105 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,165,067.

    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).