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Disclosery

OPTIMIZE FINANCIAL INC.: GRMN position timeline

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

OPTIMIZE FINANCIAL INC. held 2,623 GRMN 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 2,623 shares
    Change vs previous 13F -9 shares

    0.22% of the 13F portfolio, value $623,067.

    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 2,632 shares
    Change vs previous 13F +82 shares

    0.3% of the 13F portfolio, value $610,650.

    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 2,550 shares
    Change vs previous 13F +36 shares

    0.26% of the 13F portfolio, value $517,268.

    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 2,514 shares
    Change vs previous 13F -643 shares

    0.32% of the 13F portfolio, value $618,997.

    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 3,157 shares
    Change vs previous 13F -22 shares

    0.4% of the 13F portfolio, value $658,929.

    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 3,179 shares
    Change vs previous 13F +237 shares

    0.5% of the 13F portfolio, value $690,256.

    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 2,942 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $606,817.

    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).