Optimist Retirement Group LLC SEC EDGAR Filings (CIK 0002011850)

SEC EDGAR filings, ownership reports, and insider transactions for Optimist Retirement Group LLC.

Business address
11400 Se 8 Th St. #465, Bellevue, WA, 98004
Top securities (13F)
PCAR, SPYG, SPYV, SLYG, SLYV, SPDW, SPEM, VB, QQQ, MSFT, ABBV, KLAC, IBM, AVGO, LLY, VOO, MMM, QCOM, OGN, and GSK
State of incorporation
WA
Fiscal year end
31 December
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Optimist Retirement Group LLC has filed 9 SEC EDGAR filings since 16 Feb 2024

Latest Filings

Recent SEC filings for Optimist Retirement Group LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2025 30 Sep 2025 028-23965
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2025 30 Jun 2025 028-23965
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Mar 2025 028-23965
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2025 31 Dec 2024 028-23965
N-PX Open N-PX document View SEC filing for N-PX 13 Jan 2025 30 Jun 2024 028-23965
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Nov 2024 30 Sep 2024 028-23965
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2024 30 Jun 2024 028-23965
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2024 31 Mar 2024 028-23965
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2024 31 Dec 2023 028-23965

About this filer

Optimist Retirement Group LLC files with the SEC under CIK 0002011850. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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