Optimist Retirement Group LLC
PensionPosition in AMP — Ameriprise Financial Inc
CIK 2011850
BELLEVUE, WA
Position in AMP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$376,406
+$56,705 QoQ
Shares Held
847
+29.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Optimist Retirement Group LLC holds $2,702,115 across 2 Asset Management names.
All Filings in AMP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $376,406 | 847 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $319,701 | 652 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $313,417 | 638 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $328,243 | 615 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $266,744 | 551 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $265,682 | 499 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $246,180 | 524 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $220,002 | 515 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $225,796 | 515 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||