Skip to content
Disclosery

OPTIMIZE FINANCIAL INC.: ALV position timeline

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

OPTIMIZE FINANCIAL INC. held 0 ALV shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,855 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,855 shares
    Change vs previous 13F +68 shares

    0.29% of the 13F portfolio, value $576,289.

    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).

  3. period ended2025-09-30
    13F 4,787 shares
    Change vs previous 13F -2,395 shares

    0.31% of the 13F portfolio, value $591,195.

    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).

  4. period ended2025-06-30
    13F 7,182 shares
    Change vs previous 13F -50 shares

    0.49% of the 13F portfolio, value $803,666.

    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).

  5. period ended2025-03-31
    13F/A 7,232 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $639,670.

    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).