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Disclosery

OPTIMIZE FINANCIAL INC.: ADI position timeline

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

OPTIMIZE FINANCIAL INC. held 8,843 ADI 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 8,843 shares
    Change vs previous 13F -30 shares

    1.26% of the 13F portfolio, value $3,512,174.

    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 8,873 shares
    Change vs previous 13F +3,192 shares

    1.39% of the 13F portfolio, value $2,822,856.

    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 5,681 shares
    Change vs previous 13F +80 shares

    0.78% of the 13F portfolio, value $1,540,687.

    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 5,601 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,376,166.

    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).