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Disclosery

OPTIMIZE FINANCIAL INC.: AMD position timeline

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

OPTIMIZE FINANCIAL INC. held 14,513 AMD 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 14,513 shares
    Change vs previous 13F -50 shares

    3.03% of the 13F portfolio, value $8,430,747.

    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 14,563 shares
    Change vs previous 13F +5,297 shares

    1.46% of the 13F portfolio, value $2,962,551.

    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 9,266 shares
    Change vs previous 13F +132 shares

    1% of the 13F portfolio, value $1,984,407.

    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 9,134 shares
    Change vs previous 13F -9,832 shares

    0.77% of the 13F portfolio, value $1,477,790.

    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 18,966 shares
    Change vs previous 13F -136 shares

    1.65% of the 13F portfolio, value $2,691,275.

    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 19,102 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,962,539.

    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).