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Disclosery

OPTIMIZE FINANCIAL INC.: RH position timeline

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

OPTIMIZE FINANCIAL INC. held 4,492 RH 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 4,492 shares
    Change vs previous 13F -15 shares

    0.27% of the 13F portfolio, value $739,967.

    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 4,507 shares
    Change vs previous 13F +2,097 shares

    0.31% of the 13F portfolio, value $630,169.

    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 2,410 shares
    Change vs previous 13F +32 shares

    0.22% of the 13F portfolio, value $431,752.

    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 2,378 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $483,114.

    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).