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Optimist Retirement Group LLC

SEC CIK
0002011850
Latest filing
Aug 10, 2026

FIX holding history

Comfort Systems USA 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.

FIX overviewAll 13F holders of FIXFull Q2 2026 holdings

Shares (Q2 2026)
381
Value
$755.1K
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of FIX by Optimist Retirement Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026381$755.1K0.3%+9+2.4%AddedHolders
Q1 2026372$513.0K0.2%−82−18.1%ReducedHolders
Q4 2025454$423.7K0.2%00.0%UnchangedHolders
Q3 2025454$374.6K0.2%+454NewHolders