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Disclosery

OPTIMIZE FINANCIAL INC.: PRG position timeline

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

OPTIMIZE FINANCIAL INC. held 14,273 PRG 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 14,273 shares
    Change vs previous 13F -49 shares

    0.24% of the 13F portfolio, value $665,265.

    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 14,322 shares
    Change vs previous 13F +1,360 shares

    0.2% of the 13F portfolio, value $410,898.

    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 12,962 shares
    Change vs previous 13F +184 shares

    0.19% of the 13F portfolio, value $382,249.

    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 12,778 shares
    Change vs previous 13F -1,135 shares

    0.22% of the 13F portfolio, value $413,496.

    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 13,913 shares
    Change vs previous 13F -100 shares

    0.25% of the 13F portfolio, value $408,347.

    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 14,013 shares
    Change vs previous 13F +6,548 shares

    0.27% of the 13F portfolio, value $372,746.

    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 7,465 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $315,471.

    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).