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Disclosery

OPTIMIZE FINANCIAL INC.: EAT position timeline

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

OPTIMIZE FINANCIAL INC. held 4,737 EAT 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 4,737 shares
    Change vs previous 13F -16 shares

    0.29% of the 13F portfolio, value $795,816.

    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 4,753 shares
    Change vs previous 13F +928 shares

    0.33% of the 13F portfolio, value $678,586.

    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 3,825 shares
    Change vs previous 13F +52 shares

    0.28% of the 13F portfolio, value $548,964.

    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 3,773 shares
    Change vs previous 13F -1,025 shares

    0.25% of the 13F portfolio, value $477,964.

    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 4,798 shares
    Change vs previous 13F -34 shares

    0.53% of the 13F portfolio, value $865,223.

    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 4,832 shares
    Change vs previous 13F -2,860 shares

    0.52% of the 13F portfolio, value $720,210.

    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 7,692 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,017,575.

    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).