Skip to content
Disclosery

OPTIMIZE FINANCIAL INC.: IDXX position timeline

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

OPTIMIZE FINANCIAL INC. held 726 IDXX 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 726 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $382,195.

    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 728 shares
    Change vs previous 13F +59 shares

    0.2% of the 13F portfolio, value $409,056.

    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 669 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $452,599.

    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 661 shares
    Change vs previous 13F +274 shares

    0.22% of the 13F portfolio, value $422,306.

    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 387 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $207,564.

    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).