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Disclosery

OPTIMIZE FINANCIAL INC.: BV position timeline

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

OPTIMIZE FINANCIAL INC. held 27,520 BV 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 27,520 shares
    Change vs previous 13F -95 shares

    0.14% of the 13F portfolio, value $389,958.

    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 27,615 shares
    Change vs previous 13F +5,217 shares

    0.16% of the 13F portfolio, value $325,581.

    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 22,398 shares
    Change vs previous 13F +320 shares

    0.14% of the 13F portfolio, value $283,783.

    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 22,078 shares
    Change vs previous 13F +4,524 shares

    0.15% of the 13F portfolio, value $295,845.

    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 17,554 shares
    Change vs previous 13F -126 shares

    0.18% of the 13F portfolio, value $292,274.

    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 17,680 shares
    Change vs previous 13F +4,260 shares

    0.16% of the 13F portfolio, value $227,011.

    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).

  7. period ended2024-12-31
    13F 13,420 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $214,586.

    13F-HR 0002033266-25-000001 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).