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Optimist Retirement Group LLC

SEC CIK
0002011850
Latest filing
Aug 10, 2026

STX holding history

Seagate Technology Holdings plc 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.

STX overviewAll 13F holders of STXFull Q2 2026 holdings

Shares (Q2 2026)
1,340
Value
$1.29M
% of portfolio
0.5%
Quarters held
8
Since Q3 2024
Holdings of STX by Optimist Retirement Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,340$1.29M0.5%+28+2.1%AddedHolders
Q1 20261,312$514.0K0.2%−1,005−43.4%ReducedHolders
Q4 20252,317$638.1K0.3%−52−2.2%ReducedHolders
Q3 20252,369$559.2K0.3%−284−10.7%ReducedHolders
Q2 20252,653$382.9K0.2%−215−7.5%ReducedHolders
Q1 20252,868$243.6K0.1%+228+8.6%AddedHolders
Q4 20242,640$227.9K0.1%+367+16.1%AddedHolders
Q3 20242,273$249.0K0.1%+2,273NewHolders