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OPTIMUM INVESTMENT ADVISORS: BWLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPTIMUM INVESTMENT ADVISORS on BWLP, newest first. How the timeline and the estimate are built.

OPTIMUM INVESTMENT ADVISORS held 10,000 BWLP shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,000 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $142,800.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 10,100 shares
    Change vs previous 13F +200 shares

    0.05% of the 13F portfolio, value $119,483.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,900 shares
    Change vs previous 13F -2,200 shares

    0.05% of the 13F portfolio, value $107,712.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,100 shares
    Change vs previous 13F -6,500 shares

    0.06% of the 13F portfolio, value $137,456.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,600 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $267,840.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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