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Disclosery

OPTIMIZE FINANCIAL INC.: ATO position timeline

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

OPTIMIZE FINANCIAL INC. held 1,168 ATO 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 1,168 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $201,211.

    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 1,172 shares
    Change vs previous 13F -365 shares

    0.11% of the 13F portfolio, value $216,492.

    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 1,537 shares
    Change vs previous 13F +20 shares

    0.13% of the 13F portfolio, value $257,647.

    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 1,517 shares
    Change vs previous 13F -159 shares

    0.13% of the 13F portfolio, value $259,028.

    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 1,676 shares
    Change vs previous 13F -12 shares

    0.16% of the 13F portfolio, value $258,288.

    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 1,688 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $260,931.

    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).