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Disclosery

OPTIMIZE FINANCIAL INC.: AMAT position timeline

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

OPTIMIZE FINANCIAL INC. held 8,600 AMAT 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 8,600 shares
    Change vs previous 13F -29 shares

    2.23% of the 13F portfolio, value $6,217,800.

    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 8,629 shares
    Change vs previous 13F +45 shares

    1.45% of the 13F portfolio, value $2,949,306.

    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 8,584 shares
    Change vs previous 13F +120 shares

    1.11% of the 13F portfolio, value $2,206,002.

    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 8,464 shares
    Change vs previous 13F -3,659 shares

    0.9% of the 13F portfolio, value $1,732,919.

    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 12,123 shares
    Change vs previous 13F -86 shares

    1.36% of the 13F portfolio, value $2,219,358.

    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 12,209 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,771,770.

    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).