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Disclosery

OPTIMIZE FINANCIAL INC.: RNR position timeline

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

OPTIMIZE FINANCIAL INC. held 1,589 RNR 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 1,589 shares
    Change vs previous 13F -5 shares

    0.18% of the 13F portfolio, value $503,554.

    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 1,594 shares
    Change vs previous 13F -304 shares

    0.23% of the 13F portfolio, value $473,785.

    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 1,898 shares
    Change vs previous 13F +24 shares

    0.27% of the 13F portfolio, value $533,642.

    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 1,874 shares
    Change vs previous 13F +375 shares

    0.25% of the 13F portfolio, value $475,865.

    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 1,499 shares
    Change vs previous 13F -10 shares

    0.22% of the 13F portfolio, value $364,107.

    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 1,509 shares
    Change vs previous 13F +217 shares

    0.26% of the 13F portfolio, value $362,160.

    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 1,292 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $321,463.

    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).