Skip to content
Disclosery

OPTIMIZE FINANCIAL INC.: ULCC position timeline

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

OPTIMIZE FINANCIAL INC. held 96,701 ULCC 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 96,701 shares
    Change vs previous 13F -336 shares

    0.27% of the 13F portfolio, value $764,905.

    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 97,037 shares
    Change vs previous 13F +35,001 shares

    0.17% of the 13F portfolio, value $342,541.

    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 62,036 shares
    Change vs previous 13F +892 shares

    0.15% of the 13F portfolio, value $292,190.

    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 61,144 shares
    Change vs previous 13F +28,496 shares

    0.14% of the 13F portfolio, value $269,951.

    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 32,648 shares
    Change vs previous 13F -234 shares

    0.07% of the 13F portfolio, value $118,512.

    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 32,882 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $142,708.

    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).