Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
AMP holding history
Ameriprise Financial Inc in every 13F filed by Optimist Retirement Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AMP overviewAll 13F holders of AMPFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −847−100.0% | Sold out | Holders |
| Q1 2026 | 847 | $376.4K | 0.2% | +195+29.9% | Added | Holders |
| Q4 2025 | 652 | $319.7K | 0.1% | +14+2.2% | Added | Holders |
| Q3 2025 | 638 | $313.4K | 0.1% | +23+3.7% | Added | Holders |
| Q2 2025 | 615 | $328.2K | 0.2% | +64+11.6% | Added | Holders |
| Q1 2025 | 551 | $266.7K | 0.1% | +52+10.4% | Added | Holders |
| Q4 2024 | 499 | $265.7K | 0.1% | −25−4.8% | Reduced | Holders |
| Q3 2024 | 524 | $246.2K | 0.1% | +9+1.7% | Added | Holders |
| Q2 2024 | 515 | $220.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 515 | $225.8K | 0.1% | +515 | New | Holders |