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Disclosery

OPTIMIZE FINANCIAL INC.: ORIC position timeline

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

OPTIMIZE FINANCIAL INC. held 32,216 ORIC 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 32,216 shares
    Change vs previous 13F -112 shares

    0.13% of the 13F portfolio, value $348,899.

    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 32,328 shares
    Change vs previous 13F -7,284 shares

    0.2% of the 13F portfolio, value $409,596.

    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 39,612 shares
    Change vs previous 13F +568 shares

    0.16% of the 13F portfolio, value $324,026.

    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 39,044 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $468,528.

    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).