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Disclosery

OPTIMIZE FINANCIAL INC.: NNE position timeline

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

OPTIMIZE FINANCIAL INC. held 14,871 NNE 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 14,871 shares
    Change vs previous 13F -51 shares

    0.11% of the 13F portfolio, value $314,373.

    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 14,922 shares
    Change vs previous 13F +4,942 shares

    0.15% of the 13F portfolio, value $305,603.

    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 9,980 shares
    Change vs previous 13F +140 shares

    0.12% of the 13F portfolio, value $239,620.

    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 9,840 shares
    Change vs previous 13F +1,706 shares

    0.2% of the 13F portfolio, value $379,430.

    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 8,134 shares
    Change vs previous 13F -58 shares

    0.17% of the 13F portfolio, value $280,542.

    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 8,192 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $216,760.

    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).