Optimist Retirement Group LLC

Pension

Position in NTAP — NetApp, Inc.

CIK 2011850 BELLEVUE, WA

Position in NTAP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$335,364

+$113,485 QoQ

Shares Held

2,167

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#659

of 950 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $4,922,817 across 6 Software - Infrastructure names. NTAP ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,765	$2,150,460
2	FTNT	Fortinet, Inc.	7,025	$1,079,180
3	RBRK	Rubrik, Inc.	6,724	$539,802
4	TDC	Teradata Corp /De/	14,648	$507,553
5	NTAP	NetApp, Inc. This page	2,167	$335,364
6	PLTR	Palantir Technologies Inc.	2,661	$310,458

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,364	2,167	0.0%	Shares	Sole	2026-08-10
2026-03-31	$221,879	2,167	0.0%	Shares	Sole	2026-05-11
2025-12-31	$232,064	2,167	0.0%	Shares	Sole	2026-02-09
2025-09-30	$256,702	2,167	0.0%	Shares	Sole	2025-11-17
2025-06-30	$230,893	2,167	0.0%	Shares	Sole	2025-08-15
2024-12-31	$251,545	2,167	0.0%	Shares	Sole	2025-01-27
2024-09-30	$267,646	2,167	0.0%	Shares	Sole	2024-11-25
2024-06-30	$279,109	2,167	-49.5%	Shares	Sole	2024-08-12
2024-03-31	$450,846	4,295	0.0%	Shares	Sole	2024-05-13
2023-12-31	$378,647	4,295	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.