Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
APAM holding history
Artisan Partners Asset Management 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.
APAM overviewAll 13F holders of APAMFull Q2 2026 holdings
- Shares (Q2 2026)
- 60,922
- Value
- $2.10M
- % of portfolio
- 0.8%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 60,922 | $2.10M | 0.8% | +380+0.6% | Added | Holders |
| Q1 2026 | 60,542 | $2.20M | 1.0% | +39,880+193.0% | Added | Holders |
| Q4 2025 | 20,662 | $841.8K | 0.4% | −29,931−59.2% | Reduced | Holders |
| Q3 2025 | 50,593 | $2.20M | 1.0% | +40,553+403.9% | Added | Holders |
| Q2 2025 | 10,040 | $445.1K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 10,040 | $392.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 10,040 | $432.2K | 0.2% | −117−1.2% | Reduced | Holders |
| Q3 2024 | 10,157 | $440.0K | 0.2% | +131+1.3% | Added | Holders |
| Q2 2024 | 10,026 | $413.8K | 0.2% | +10,026 | New | Holders |