Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
UPBD holding history
Upbound Group, 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.
UPBD overviewAll 13F holders of UPBDFull Q2 2026 holdings
- Shares (Q2 2026)
- 12,454
- Value
- $264.3K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,454 | $264.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 12,454 | $224.8K | 0.1% | +12,454 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −10,910−100.0% | Sold out | Holders |
| Q3 2025 | 10,910 | $257.8K | 0.1% | +1,653+17.9% | Added | Holders |
| Q2 2025 | 9,257 | $232.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 9,257 | $221.8K | 0.1% | +1,266+15.8% | Added | Holders |
| Q4 2024 | 7,991 | $233.1K | 0.1% | +916+12.9% | Added | Holders |
| Q3 2024 | 7,075 | $226.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 7,075 | $217.2K | 0.1% | −2,901−29.1% | Reduced | Holders |
| Q1 2024 | 9,976 | $351.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 9,976 | $338.9K | 0.2% | – | No prior filing | Holders |