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Optimist Retirement Group LLC

SEC CIK
0002011850
Latest filing
Aug 10, 2026

WHR holding history

Whirlpool Corp 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.

WHR overviewAll 13F holders of WHRFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2024
Holdings of WHR by Optimist Retirement Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,826−100.0%Sold outHolders
Q2 20252,826$286.6K0.1%+399+16.4%AddedHolders
Q1 20252,427$218.7K0.1%−123−4.8%ReducedHolders
Q4 20242,550$291.9K0.1%00.0%UnchangedHolders
Q3 20242,550$272.9K0.1%00.0%UnchangedHolders
Q2 20242,550$260.6K0.1%+2,550NewHolders