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Disclosery

OPTIMIZE FINANCIAL INC.: TRV position timeline

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

OPTIMIZE FINANCIAL INC. held 1,550 TRV 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 1,550 shares
    Change vs previous 13F -5 shares

    0.18% of the 13F portfolio, value $511,686.

    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 1,555 shares
    Change vs previous 13F -105 shares

    0.22% of the 13F portfolio, value $453,562.

    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 1,660 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $481,500.

    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 1,640 shares
    Change vs previous 13F +203 shares

    0.24% of the 13F portfolio, value $457,921.

    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 1,437 shares
    Change vs previous 13F -10 shares

    0.24% of the 13F portfolio, value $384,455.

    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 1,447 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $382,674.

    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).