Skip to content
Disclosery

OPTIMUM INVESTMENT ADVISORS: MA position timeline

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

OPTIMUM INVESTMENT ADVISORS held 4,765 MA 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 4,765 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $2,710,380.

    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 4,765 shares
    Change vs previous 13F -24 shares

    1.16% of the 13F portfolio, value $2,677,644.

    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 4,789 shares
    Change vs previous 13F -66 shares

    1.24% of the 13F portfolio, value $2,624,947.

    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 4,855 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $2,556,497.

    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 4,855 shares
    Change vs previous 13F -25 shares

    1.04% of the 13F portfolio, value $2,397,399.

    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 4,880 shares
    Change vs previous 13F -505 shares

    0.97% of the 13F portfolio, value $2,152,861.

    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 5,385 shares
    Change vs previous 13F -190 shares

    1.19% of the 13F portfolio, value $2,593,254.

    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 5,575 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,377,793.

    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).