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Optimist Retirement Group LLC: VEA position timeline

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

Optimist Retirement Group LLC held 24,408 VEA 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 24,408 shares
    Change vs previous 13F -203 shares

    0.67% of the 13F portfolio, value $1,739,091.

    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 24,611 shares
    Change vs previous 13F +640 shares

    0.7% of the 13F portfolio, value $1,577,091.

    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 23,971 shares
    Change vs previous 13F +145 shares

    0.69% of the 13F portfolio, value $1,497,495.

    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 23,826 shares
    Change vs previous 13F +56 shares

    0.65% of the 13F portfolio, value $1,427,670.

    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 23,770 shares
    Change vs previous 13F +288 shares

    0.65% of the 13F portfolio, value $1,355,112.

    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 23,482 shares
    Change vs previous 13F -1,839 shares

    0.6% of the 13F portfolio, value $1,193,596.

    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 25,321 shares
    Change vs previous 13F -195 shares

    0.57% of the 13F portfolio, value $1,210,845.

    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 25,516 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,347,505.

    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).