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OPTIMUM INVESTMENT ADVISORS: TLT position timeline

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

OPTIMUM INVESTMENT ADVISORS held 15,600 TLT 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 15,600 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,394,172.

    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 15,600 shares
    Change vs previous 13F -545 shares

    0.6% of the 13F portfolio, value $1,376,700.

    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 16,145 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,469,679.

    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 16,145 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,409,943.

    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 16,145 shares
    Change vs previous 13F +1,000 shares

    0.68% of the 13F portfolio, value $1,583,825.

    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 15,145 shares
    Change vs previous 13F -300 shares

    0.62% of the 13F portfolio, value $1,390,008.

    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 15,445 shares
    Change vs previous 13F +300 shares

    0.67% of the 13F portfolio, value $1,461,406.

    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 15,145 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,497,538.

    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).