OPTIMIZE FINANCIAL INC.: CRM position timeline

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

OPTIMIZE FINANCIAL INC. held 0 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -6,477 shares
13F-HR 0002033266-25-000007 filed by OPTIMIZE FINANCIAL INC.
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 6,477 shares
Change vs previous 13F -46 shares
1.08% of the 13F portfolio, value $1,766,213.
13F-HR 0002033266-25-000005 filed by OPTIMIZE FINANCIAL INC.
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 6,523 shares
Change vs previous 13F -465 shares
1.27% of the 13F portfolio, value $1,750,512.
13F-HR/A 0002033266-25-000003 filed by OPTIMIZE FINANCIAL INC.
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,988 shares
Change vs previous 13F not available
1.75% of the 13F portfolio, value $2,336,298.
13F-HR 0002033266-25-000001 filed by OPTIMIZE FINANCIAL INC.
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).