Current Market Value 230,272,831
Current Holdings 614
Most Recent File Date 2025-07-31
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Optimum Investment Advisors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 614 230,273
2025-04-30 2025-03-31 13F-HR 639 212,400
2025-02-11 2024-12-31 13F-HR 617 226,605
2024-10-16 2024-09-30 13F-HR 637 231,316
2024-07-12 2024-06-30 13F-HR 637 222,839
2024-04-11 2024-03-31 13F-HR 640 217,749
2024-01-08 2023-12-31 13F-HR 639 198,770
2023-10-13 2023-09-30 13F-HR 723 195,258
2023-08-03 2023-06-30 13F-HR 713 204,223
2023-05-03 2023-03-31 13F-HR 738 190,804
2023-01-05 2022-12-31 13F-HR 761 184,611
2022-10-24 2022-09-30 13F-HR 839 185,949
2022-07-12 2022-06-30 13F-HR 861 199,785
2022-04-08 2022-03-31 13F-HR 849 237,392
2022-03-17 2021-12-31 13F-HR 841 256,821
2021-10-22 2021-09-30 13F-HR/A 1 R 845 237,274
2021-10-12 2021-09-30 13F-HR 915 320,199
2021-08-02 2021-06-30 13F-HR 916 320,615
2021-04-15 2021-03-31 13F-HR 934 341,756
2021-01-21 2020-12-31 13F-HR 892 329,542
2020-10-06 2020-09-30 13F-HR 892 297,986
2020-07-16 2020-06-30 13F-HR 891 287,169
2020-04-21 2020-03-31 13F-HR 897 243,885
2020-01-22 2019-12-31 13F-HR 958 337,007
2019-10-17 2019-09-30 13F-HR 1006 316,786
2019-07-29 2019-06-30 13F-HR 947 308,289
2019-05-03 2019-03-31 13F-HR 1012 304,686
2019-02-04 2018-12-31 13F-HR 979 290,784
2018-10-05 2018-09-30 13F-HR 1063 361,808
2018-10-05 2018-06-30 13F-HR 1078 347,063
2018-05-09 2018-03-31 13F-HR 1031 340,302
2018-01-16 2017-12-31 13F-HR 311 314,364
2017-11-21 2017-09-30 13F-HR 298 298,608
2017-08-14 2017-06-30 13F-HR 294 288,978
2017-05-15 2017-03-31 13F-HR 286 282,154
2017-05-15 2016-12-31 13F-HR 275 265,811
2016-11-16 2016-09-30 13F-HR 287 266,075
2016-08-25 2016-06-30 13F-HR 275 257,936
2016-05-12 2016-03-31 13F-HR 267 254,112
2016-02-11 2015-12-31 13F-HR 276 258,527
2015-11-16 2015-09-30 13F-HR 273 247,548
2015-05-18 2015-03-31 13F-HR 985 315,945
2015-02-12 2014-12-31 13F-HR 1011 311,383
2014-11-17 2014-09-30 13F-HR 942 301,627
2014-09-03 2014-06-30 13F-HR 754 266,165
2014-09-03 2014-06-30 13F-HR/A 1 R 934 308,811
2014-05-01 2014-03-31 13F-HR 754 266,165
2014-02-10 2013-12-31 13F-HR 762 265,790
2013-11-14 2013-09-30 13F-HR 736 243,774