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Disclosery

OPTIMIZE FINANCIAL INC.: PFSI position timeline

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

OPTIMIZE FINANCIAL INC. held 5,507 PFSI 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 5,507 shares
    Change vs previous 13F -19 shares

    0.17% of the 13F portfolio, value $479,660.

    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 5,526 shares
    Change vs previous 13F +1,627 shares

    0.24% of the 13F portfolio, value $482,972.

    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 3,899 shares
    Change vs previous 13F +56 shares

    0.26% of the 13F portfolio, value $514,044.

    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 3,843 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $476,071.

    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).