Skip to content
Disclosery

OPTIMUM INVESTMENT ADVISORS: PEP position timeline

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

OPTIMUM INVESTMENT ADVISORS held 1,936 PEP 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 1,936 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $271,892.

    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 1,936 shares
    Change vs previous 13F -415 shares

    0.11% of the 13F portfolio, value $255,629.

    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 2,351 shares
    Change vs previous 13F -496 shares

    0.17% of the 13F portfolio, value $352,509.

    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 2,847 shares
    Change vs previous 13F -1,140 shares

    0.19% of the 13F portfolio, value $432,915.

    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 3,987 shares
    Change vs previous 13F -770 shares

    0.29% of the 13F portfolio, value $677,989.

    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 4,757 shares
    Change vs previous 13F -384 shares

    0.35% of the 13F portfolio, value $784,572.

    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 5,141 shares
    Change vs previous 13F -350 shares

    0.41% of the 13F portfolio, value $899,773.

    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 5,491 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $932,637.

    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).