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Disclosery

OPTIMIZE FINANCIAL INC.: AER position timeline

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

OPTIMIZE FINANCIAL INC. held 3,488 AER 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 3,488 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $508,481.

    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 3,500 shares
    Change vs previous 13F -201 shares

    0.24% of the 13F portfolio, value $480,130.

    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 3,701 shares
    Change vs previous 13F +52 shares

    0.27% of the 13F portfolio, value $532,056.

    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 3,649 shares
    Change vs previous 13F -16 shares

    0.23% of the 13F portfolio, value $441,529.

    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 3,665 shares
    Change vs previous 13F -26 shares

    0.26% of the 13F portfolio, value $428,805.

    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 3,691 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $377,109.

    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).

  7. period ended2024-12-31
    13F 3,698 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $353,899.

    13F-HR 0002033266-25-000001 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).