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Disclosery

OPTIMIZE FINANCIAL INC.: PENG position timeline

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

OPTIMIZE FINANCIAL INC. held 152,938 PENG 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 152,938 shares
    Change vs previous 13F -532 shares

    4.18% of the 13F portfolio, value $11,624,817.

    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 153,470 shares
    Change vs previous 13F +97,116 shares

    1.33% of the 13F portfolio, value $2,701,072.

    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 56,354 shares
    Change vs previous 13F +808 shares

    0.56% of the 13F portfolio, value $1,102,284.

    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 55,546 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,459,749.

    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).