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OPTIMUM INVESTMENT ADVISORS: SBUX position timeline

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

OPTIMUM INVESTMENT ADVISORS held 3,295 SBUX 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 3,295 shares
    Change vs previous 13F -500 shares

    0.11% of the 13F portfolio, value $278,768.

    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 3,795 shares
    Change vs previous 13F -109 shares

    0.15% of the 13F portfolio, value $347,748.

    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 3,904 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $382,956.

    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 3,969 shares
    Change vs previous 13F -150 shares

    0.16% of the 13F portfolio, value $362,183.

    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 4,119 shares
    Change vs previous 13F -2,295 shares

    0.17% of the 13F portfolio, value $401,574.

    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 6,414 shares
    Change vs previous 13F -141 shares

    0.22% of the 13F portfolio, value $499,340.

    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 6,555 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $599,040.

    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 6,555 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $629,323.

    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).