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OPTIMIZE FINANCIAL INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPTIMIZE FINANCIAL INC. on AAPL, newest first. How the timeline and the estimate are built.

OPTIMIZE FINANCIAL INC. held 11,824 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,824 shares
    Change vs previous 13F -37 shares

    1.23% of the 13F portfolio, value $3,421,393.

    13F-HR 0002033266-26-000007 filed by OPTIMIZE FINANCIAL INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,861 shares
    Change vs previous 13F +10,812 shares

    1.48% of the 13F portfolio, value $3,010,203.

    13F-HR 0002033266-26-000003 filed by OPTIMIZE FINANCIAL INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,049 shares
    Change vs previous 13F -51 shares

    0.14% of the 13F portfolio, value $285,181.

    13F-HR 0002033266-26-000001 filed by OPTIMIZE FINANCIAL INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,100 shares
    Change vs previous 13F -7,757 shares

    0.15% of the 13F portfolio, value $280,093.

    13F-HR 0002033266-25-000007 filed by OPTIMIZE FINANCIAL INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,857 shares
    Change vs previous 13F -56 shares

    1.11% of the 13F portfolio, value $1,817,191.

    13F-HR 0002033266-25-000005 filed by OPTIMIZE FINANCIAL INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 8,913 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,979,845.

    13F-HR/A 0002033266-25-000003 filed by OPTIMIZE FINANCIAL INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).