13F Filings History of Optimist Retirement Group LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$218,264,648
Signature - Title
Ryan M Palmer - Chief Compliance Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Optimist Retirement Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Optimist Retirement Group LLC reported 113 stock holdings with total value $218,264,648 as of Q4 2025. Top holdings included PCAR, SPYG, SPYV, SLYV, and SLYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 113 $218,264,648 +$4,962,708 -$16,331,903 -$11,369,195 PCAR, SPYG, SPYV, SLYV, SLYG 13F-HR 09 Feb 2026, 16:52
Q3 2025 118 $221,276,095 +$11,089,078 -$11,276,960 -$187,882 PCAR, SPYG, SPYV, SLYG, SLYV 13F-HR 17 Nov 2025, 15:47
Q2 2025 117 $208,607,037 +$8,135,709 -$7,560,080 +$575,629 PCAR, SPYG, SPYV, SLYG, SLYV 13F-HR 14 Aug 2025, 20:50
Q1 2025 117 $199,787,423 +$18,852,043 -$25,964,103 -$7,112,060 PCAR, SPYV, SPYG, SLYG, SLYV 13F-HR 05 May 2025, 15:44
Q4 2024 119 $211,373,959 +$3,535,315 -$12,794,232 -$9,258,917 PCAR, SPYG, SPYV, SLYG, SLYV 13F-HR 27 Jan 2025, 13:23
Q3 2024 122 $221,585,349 +$31,331,338 -$7,798,741 +$23,532,597 PCAR, SPYG, SPYV, SLYG, SLYV 13F-HR 25 Nov 2024, 14:17
Q2 2024 112 $190,281,495 +$11,323,738 -$10,274,017 +$1,049,721 PCAR, SPYG, SPYV, SLYG, SLYV 13F-HR 12 Aug 2024, 16:39
Q1 2024 109 $194,734,097 +$30,134,283 -$7,111,160 +$23,023,123 PCAR, SPYG, SPYV, SLYG, SLYV 13F-HR 13 May 2024, 16:37
Q4 2023 71 $153,955,600 $0 $0 $0 PCAR, SPYG, SPYV, SLYG, SLYV 13F-HR 15 Feb 2024, 17:51