Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
IT holding history
Gartner 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.
IT overviewAll 13F holders of ITFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −734−100.0% | Sold out | Holders |
| Q2 2025 | 734 | $296.7K | 0.1% | +178+32.0% | Added | Holders |
| Q1 2025 | 556 | $233.4K | 0.1% | +48+9.4% | Added | Holders |
| Q4 2024 | 508 | $246.1K | 0.1% | +11+2.2% | Added | Holders |
| Q3 2024 | 497 | $251.9K | 0.1% | +8+1.6% | Added | Holders |
| Q2 2024 | 489 | $219.6K | 0.1% | −102−17.3% | Reduced | Holders |
| Q1 2024 | 591 | $281.7K | 0.1% | +591 | New | Holders |