Optimist Retirement Group LLC: VSXY position timeline

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

Optimist Retirement Group LLC held 7,574 VSXY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 7,574 shares
Change vs previous 13F +539 shares
0.24% of the 13F portfolio, value $632,278.
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).
period ended2026-03-31
13F 7,035 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $326,143.
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).