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OPTIMUM INVESTMENT ADVISORS: IWM position timeline

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

OPTIMUM INVESTMENT ADVISORS held 8,071 IWM 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 8,071 shares
    Change vs previous 13F -597 shares

    0.77% of the 13F portfolio, value $1,952,800.

    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 8,668 shares
    Change vs previous 13F +23 shares

    0.81% of the 13F portfolio, value $1,870,438.

    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 8,645 shares
    Change vs previous 13F -155 shares

    0.81% of the 13F portfolio, value $1,724,584.

    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 8,800 shares
    Change vs previous 13F -98 shares

    0.86% of the 13F portfolio, value $1,944,495.

    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 8,898 shares
    Change vs previous 13F +999 shares

    0.85% of the 13F portfolio, value $1,965,441.

    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 7,899 shares
    Change vs previous 13F -85 shares

    0.72% of the 13F portfolio, value $1,602,636.

    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 7,984 shares
    Change vs previous 13F +563 shares

    0.77% of the 13F portfolio, value $1,679,112.

    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 7,421 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,489,390.

    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).