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OPTIMUM INVESTMENT ADVISORS: SPY position timeline

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

OPTIMUM INVESTMENT ADVISORS held 23,146 SPY 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 23,146 shares
    Change vs previous 13F +143 shares

    6.12% of the 13F portfolio, value $15,419,074.

    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 23,003 shares
    Change vs previous 13F -159 shares

    6.17% of the 13F portfolio, value $14,212,542.

    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 23,162 shares
    Change vs previous 13F -125 shares

    6.1% of the 13F portfolio, value $12,956,558.

    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 23,287 shares
    Change vs previous 13F +103 shares

    6.02% of the 13F portfolio, value $13,647,896.

    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 23,184 shares
    Change vs previous 13F +198 shares

    5.75% of the 13F portfolio, value $13,301,818.

    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 22,986 shares
    Change vs previous 13F +388 shares

    5.61% of the 13F portfolio, value $12,509,379.

    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 22,598 shares
    Change vs previous 13F +626 shares

    5.43% of the 13F portfolio, value $11,820,124.

    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 21,972 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $10,443,729.

    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).