Optimist Retirement Group LLC: VNQ position timeline

Optimist Retirement Group LLC held 6,920 VNQ 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 6,920 shares

   Change vs previous 13F -11 shares

   0.26% of the 13F portfolio, value $667,253.

   13F-HR 0002011850-26-000003 filed by Optimist Retirement Group LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,931 shares

   Change vs previous 13F +536 shares

   0.27% of the 13F portfolio, value $614,738.

   13F-HR 0002011850-26-000002 filed by Optimist Retirement Group LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,395 shares

   Change vs previous 13F +28 shares

   0.26% of the 13F portfolio, value $565,900.

   13F-HR 0002011850-26-000001 filed by Optimist Retirement Group LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,367 shares

   Change vs previous 13F +29 shares

   0.26% of the 13F portfolio, value $582,091.

   13F-HR 0002011850-25-000007 filed by Optimist Retirement Group LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,338 shares

   Change vs previous 13F +158 shares

   0.27% of the 13F portfolio, value $564,456.

   13F-HR 0002011850-25-000006 filed by Optimist Retirement Group LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,180 shares

   Change vs previous 13F -452 shares

   0.28% of the 13F portfolio, value $559,561.

   13F-HR 0002011850-25-000005 filed by Optimist Retirement Group LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 6,632 shares

   Change vs previous 13F -78 shares

   0.28% of the 13F portfolio, value $590,760.

   13F-HR 0002011850-25-000003 filed by Optimist Retirement Group LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 6,710 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $653,642.

   13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
   Filed 2024-11-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).