Skip to content
Disclosery

OPTIMIZE FINANCIAL INC.: MSI position timeline

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

OPTIMIZE FINANCIAL INC. held 6,061 MSI 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 6,061 shares
    Change vs previous 13F -21 shares

    0.9% of the 13F portfolio, value $2,517,073.

    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 6,082 shares
    Change vs previous 13F +3,154 shares

    1.3% of the 13F portfolio, value $2,639,406.

    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 2,928 shares
    Change vs previous 13F +40 shares

    0.57% of the 13F portfolio, value $1,122,361.

    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 2,888 shares
    Change vs previous 13F -1,402 shares

    0.69% of the 13F portfolio, value $1,320,654.

    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 4,290 shares
    Change vs previous 13F -30 shares

    1.1% of the 13F portfolio, value $1,803,773.

    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 4,320 shares
    Change vs previous 13F +328 shares

    1.37% of the 13F portfolio, value $1,891,339.

    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 3,992 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,845,222.

    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).