Back to APAM
Optimist Retirement Group LLC → APAM
Optimist Retirement Group LLC APAM Position History
Artisan Partners Asset Management Inc. • Financial Services
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q4 2025 | $842K |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 62.6K | — | — |
| Q2 2026 | $2.1M | 60.9K | — | — |
| Q1 2026 | $2.2M | 60.5K | — | — |
| Q4 2025 | $842K | 20.7K | — | — |
| Q3 2025 | $2.2M | 50.6K | — | — |
Other funds holding APAM
$320.2M
$103.4M
$101.8M
$101.8M
$85.9M