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Disclosery

OPTIMIZE FINANCIAL INC.: FRPT position timeline

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

OPTIMIZE FINANCIAL INC. held 7,684 FRPT 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 7,684 shares
    Change vs previous 13F -26 shares

    0.16% of the 13F portfolio, value $454,278.

    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 7,710 shares
    Change vs previous 13F -3,247 shares

    0.22% of the 13F portfolio, value $454,582.

    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 10,957 shares
    Change vs previous 13F +156 shares

    0.34% of the 13F portfolio, value $667,610.

    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 10,801 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $595,243.

    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).