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Disclosery

OPTIMIZE FINANCIAL INC.: PTC position timeline

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

OPTIMIZE FINANCIAL INC. held 17,163 PTC 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 17,163 shares
    Change vs previous 13F -59 shares

    0.7% of the 13F portfolio, value $1,949,888.

    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 17,222 shares
    Change vs previous 13F +10,662 shares

    1.21% of the 13F portfolio, value $2,453,963.

    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 6,560 shares
    Change vs previous 13F +92 shares

    0.58% of the 13F portfolio, value $1,142,818.

    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 6,468 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,313,133.

    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).