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OPTIMUM INVESTMENT ADVISORS: VGT position timeline

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

OPTIMUM INVESTMENT ADVISORS held 9,427 VGT 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 9,427 shares
    Change vs previous 13F -343 shares

    2.79% of the 13F portfolio, value $7,038,677.

    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 9,770 shares
    Change vs previous 13F +217 shares

    2.81% of the 13F portfolio, value $6,479,988.

    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 9,553 shares
    Change vs previous 13F +175 shares

    2.44% of the 13F portfolio, value $5,181,619.

    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 9,378 shares
    Change vs previous 13F +79 shares

    2.57% of the 13F portfolio, value $5,831,336.

    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 9,299 shares
    Change vs previous 13F +227 shares

    2.36% of the 13F portfolio, value $5,453,947.

    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 9,072 shares
    Change vs previous 13F +25 shares

    2.35% of the 13F portfolio, value $5,230,775.

    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 9,047 shares
    Change vs previous 13F +312 shares

    2.18% of the 13F portfolio, value $4,743,796.

    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 8,735 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,227,653.

    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).