Skip to main content

Optimist Retirement Group LLC

SEC CIK
0002011850
Latest filing
Aug 10, 2026

W holding history

Wayfair 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.

W overviewAll 13F holders of WFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of W by Optimist Retirement Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,180−100.0%Sold outHolders
Q1 20264,180$314.4K0.1%−980−19.0%ReducedHolders
Q4 20255,160$518.1K0.2%−119−2.3%ReducedHolders
Q3 20255,279$471.6K0.2%+5,279NewHolders
Q3 20240$00.0%−4,379−100.0%Sold outHolders
Q2 20244,379$230.9K0.1%+568+14.9%AddedHolders
Q1 20243,811$258.7K0.1%+3,811NewHolders