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Disclosery

OPTIMIZE FINANCIAL INC.: PLGO position timeline

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

OPTIMIZE FINANCIAL INC. held 25,495 PLGO 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 25,495 shares
    Change vs previous 13F -88 shares

    0.22% of the 13F portfolio, value $620,803.

    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 25,583 shares
    Change vs previous 13F -709 shares

    0.24% of the 13F portfolio, value $488,891.

    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 26,292 shares
    Change vs previous 13F +376 shares

    0.26% of the 13F portfolio, value $514,534.

    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 25,916 shares
    Change vs previous 13F +1,344 shares

    0.24% of the 13F portfolio, value $470,375.

    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 24,572 shares
    Change vs previous 13F -176 shares

    0.25% of the 13F portfolio, value $407,404.

    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 24,748 shares
    Change vs previous 13F +7,139 shares

    0.29% of the 13F portfolio, value $400,918.

    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 17,609 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $319,251.

    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).