Optimist Retirement Group LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationbellevue, WA
- CIK0002011850
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
117 | $208.61M | PCAR, KRE, SPYV, SLYG | 13F-HR | Aug 14, 2025 | 000201185025000006 | ||
117 | $199.79M | PCAR, SPYV, KRE, SLYG | 13F-HR | May 5, 2025 | 000201185025000005 | ||
119 | $211.37M | PCAR, KRE, SPYV, SLYG | 13F-HR | Jan 27, 2025 | 000201185025000003 | ||
122 | $221.59M | PCAR, KRE, SPYV, SLYG | 13F-HR | Nov 25, 2024 | 000201185024000005 | ||
112 | $190.28M | PCAR, KRE, SPYV, SLYG | 13F-HR | Aug 12, 2024 | 000201185024000004 | ||
109 | $194.74M | PCAR, KRE, SPYV, SLYG | 13F-HR | May 13, 2024 | 000201185024000003 | ||
71 | $153.96M | PCAR, KRE, SPYV, SLYG | 13F-HR | Feb 16, 2024 | 000201185024000002 |