OPTIMIZE FINANCIAL INC.: BNY position timeline

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

OPTIMIZE FINANCIAL INC. held 4,120 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

period ended2026-06-30
13F 4,120 shares
Change vs previous 13F -14 shares
0.21% of the 13F portfolio, value $595,793.
13F-HR 0002033266-26-000007 filed by OPTIMIZE FINANCIAL INC.
Filed 2026-08-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,134 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $490,416.
13F-HR 0002033266-26-000003 filed by OPTIMIZE FINANCIAL INC.
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).