Optimist Retirement Group LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 25, 2024
Value $: $222M
Signature - Title: Ryan M Palmer - Chief Compliance Officer
Location: Bellevue, WA
Summary: This page shows a list of all the recent 13F filings made by Optimist Retirement Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Optimist Retirement Group LLC reported 122 stock holdings with total value $222M as of Q3 2024. Top holdings included PCAR, SPYG, SPYV, SLYG, and SLYV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	122	$222M	+$31.3M	-$7.8M	+$23.5M	PCAR, SPYG, SPYV, SLYG, SLYV	13F-HR	11/25/2024, 02:17 PM
Q2 2024	112	$190M	+$11.3M	-$10.3M	+$1.05M	PCAR, SPYG, SPYV, SLYG, SLYV	13F-HR	8/12/2024, 04:39 PM
Q1 2024	109	$195M	+$30.1M	-$7.11M	+$23M	PCAR, SPYG, SPYV, SLYG, SLYV	13F-HR	5/13/2024, 04:37 PM
Q4 2023	71	$154M	$0	$0		PCAR, SPYG, SPYV, SLYG, SLYV	13F-HR	2/15/2024, 05:51 PM