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Disclosery

OPTIMIZE FINANCIAL INC.: RDDT position timeline

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

OPTIMIZE FINANCIAL INC. held 3,733 RDDT 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 3,733 shares
    Change vs previous 13F -13 shares

    0.23% of the 13F portfolio, value $647,974.

    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 3,746 shares
    Change vs previous 13F -2,518 shares

    0.25% of the 13F portfolio, value $504,399.

    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 6,264 shares
    Change vs previous 13F +88 shares

    0.73% of the 13F portfolio, value $1,439,906.

    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 6,176 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,420,418.

    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).