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OPTIMIZE FINANCIAL INC.: SVRA position timeline

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

OPTIMIZE FINANCIAL INC. held 83,811 SVRA 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 83,811 shares
    Change vs previous 13F -292 shares

    0.19% of the 13F portfolio, value $516,276.

    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 84,103 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $459,202.

    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).