Skip to content
Disclosery

OPTIMUM INVESTMENT ADVISORS: IWF position timeline

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

OPTIMUM INVESTMENT ADVISORS held 981 IWF 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 981 shares
    Change vs previous 13F -40 shares

    0.18% of the 13F portfolio, value $459,510.

    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 1,021 shares
    Change vs previous 13F -55 shares

    0.19% of the 13F portfolio, value $433,496.

    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 1,076 shares
    Change vs previous 13F +55 shares

    0.18% of the 13F portfolio, value $388,533.

    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 1,021 shares
    Change vs previous 13F -30 shares

    0.18% of the 13F portfolio, value $410,013.

    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 1,051 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $394,524.

    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 1,101 shares
    Change vs previous 13F -570 shares

    0.18% of the 13F portfolio, value $401,326.

    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 1,671 shares
    Change vs previous 13F -100 shares

    0.26% of the 13F portfolio, value $563,211.

    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 1,771 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $536,914.

    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).