Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
MMM holding history
3M Co 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.
MMM overviewAll 13F holders of MMMFull Q2 2026 holdings
- Shares (Q2 2026)
- 17,223
- Value
- $2.79M
- % of portfolio
- 1.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,223 | $2.79M | 1.1% | +73+0.4% | Added | Holders |
| Q1 2026 | 17,150 | $2.49M | 1.1% | −241−1.4% | Reduced | Holders |
| Q4 2025 | 17,391 | $2.78M | 1.3% | −79−0.5% | Reduced | Holders |
| Q3 2025 | 17,470 | $2.71M | 1.2% | +129+0.7% | Added | Holders |
| Q2 2025 | 17,341 | $2.64M | 1.3% | −13−0.1% | Reduced | Holders |
| Q1 2025 | 17,354 | $2.55M | 1.3% | −1,749−9.2% | Reduced | Holders |
| Q4 2024 | 19,103 | $2.47M | 1.2% | −567−2.9% | Reduced | Holders |
| Q3 2024 | 19,670 | $2.69M | 1.2% | −1,886−8.7% | Reduced | Holders |
| Q2 2024 | 21,556 | $2.20M | 1.2% | +4,932+29.7% | Added | Holders |
| Q1 2024 | 16,624 | $1.76M | 0.9% | +2,746+19.8% | Added | Holders |
| Q4 2023 | 13,878 | $1.52M | 1.0% | – | No prior filing | Holders |