Optimist Retirement Group LLC
PensionPosition in APAM — Artisan Partners Asset Management Inc.
CIK 2011850
BELLEVUE, WA
Position in APAM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,103,636
-$99,487 QoQ
Shares Held
60,922
+0.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#96
of 378 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APAM 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. APAM ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APAM |
Artisan Partners Asset Management Inc.
This page
|
60,922 | $2,103,636 | |
| 2 | AAMI |
Acadian Asset Management Inc.
|
8,368 | $598,479 |
All Filings in APAM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,103,636 | 60,922 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,203,123 | 60,542 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $841,769 | 20,662 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,195,736 | 50,593 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $445,073 | 10,040 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $392,564 | 10,040 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $432,222 | 10,040 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $440,001 | 10,157 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $413,773 | 10,026 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||