Skip to content
Disclosery

OPTIMUM INVESTMENT ADVISORS: CPZ position timeline

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

OPTIMUM INVESTMENT ADVISORS held 26,560 CPZ 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 26,560 shares
    Change vs previous 13F +600 shares

    0.17% of the 13F portfolio, value $429,210.

    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 25,960 shares
    Change vs previous 13F +3,100 shares

    0.18% of the 13F portfolio, value $421,331.

    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 22,860 shares
    Change vs previous 13F +9,560 shares

    0.17% of the 13F portfolio, value $355,702.

    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 13,300 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $197,239.

    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 13,300 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $208,650.

    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).

  6. period ended2024-06-30
    13F 13,300 shares
    Change vs previous 13F +4,000 shares

    0.09% of the 13F portfolio, value $202,825.

    13F-HR 0001580642-24-003677 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).

  7. period ended2024-03-31
    13F 9,300 shares
    Change vs previous 13F -3,600 shares

    0.07% of the 13F portfolio, value $143,499.

    13F-HR 0001580642-24-002122 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).

  8. period ended2023-12-31
    13F 12,900 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $186,405.

    13F-HR 0001580642-24-000123 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).