Position in UI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$602,991
+$159,758 QoQ
Shares Held
763
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Optimist Retirement Group LLC holds $1,781,678 across 3 Communication Equipment names.
All Filings in UI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,991 | 763 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $443,233 | 801 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $529,124 | 801 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $344,139 | 836 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $240,358 | 775 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $206,128 | 621 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||