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Disclosery

OPTIMIZE FINANCIAL INC.: TER position timeline

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

OPTIMIZE FINANCIAL INC. held 10,228 TER 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 10,228 shares
    Change vs previous 13F -35 shares

    1.78% of the 13F portfolio, value $4,948,716.

    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 10,263 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,042,569.

    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).