Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
ARLP holding history
Alliance Resource Partners LP 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.
ARLP overviewAll 13F holders of ARLPFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −90,404−100.0% | Sold out | Holders |
| Q4 2024 | 90,404 | $2.38M | 1.1% | −3,058−3.3% | Reduced | Holders |
| Q3 2024 | 93,462 | $2.34M | 1.1% | +1,691+1.8% | Added | Holders |
| Q2 2024 | 91,771 | $2.24M | 1.2% | +882+1.0% | Added | Holders |
| Q1 2024 | 90,889 | $1.82M | 0.9% | +64,400+243.1% | Added | Holders |
| Q4 2023 | 26,489 | $561.0K | 0.4% | – | No prior filing | Holders |