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Disclosery

OPTIMIZE FINANCIAL INC.: NVDA position timeline

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

OPTIMIZE FINANCIAL INC. held 15,705 NVDA 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 15,705 shares
    Change vs previous 13F -54 shares

    1.13% of the 13F portfolio, value $3,142,413.

    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 15,759 shares
    Change vs previous 13F +7,331 shares

    1.35% of the 13F portfolio, value $2,748,370.

    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 8,428 shares
    Change vs previous 13F +38 shares

    0.79% of the 13F portfolio, value $1,571,822.

    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 8,390 shares
    Change vs previous 13F -8,284 shares

    0.82% of the 13F portfolio, value $1,565,406.

    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 16,674 shares
    Change vs previous 13F -118 shares

    1.61% of the 13F portfolio, value $2,634,325.

    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 16,792 shares
    Change vs previous 13F -37 shares

    1.32% of the 13F portfolio, value $1,819,917.

    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 16,829 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,259,966.

    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).