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OPTIMIZE FINANCIAL INC.: CSIQ position timeline

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

OPTIMIZE FINANCIAL INC. held 174,540 CSIQ 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 174,540 shares
    Change vs previous 13F -608 shares

    1% of the 13F portfolio, value $2,796,131.

    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 175,148 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,425,800.

    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).