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Disclosery

OPTIMIZE FINANCIAL INC.: PNC position timeline

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

OPTIMIZE FINANCIAL INC. held 2,303 PNC 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 2,303 shares
    Change vs previous 13F -8 shares

    0.2% of the 13F portfolio, value $567,045.

    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 2,311 shares
    Change vs previous 13F +70 shares

    0.24% of the 13F portfolio, value $480,896.

    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 2,241 shares
    Change vs previous 13F +32 shares

    0.24% of the 13F portfolio, value $467,764.

    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 2,209 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $443,854.

    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).