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Disclosery

OPTIMIZE FINANCIAL INC.: UNIT position timeline

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

OPTIMIZE FINANCIAL INC. held 14,226 UNIT 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 14,226 shares
    Change vs previous 13F -49 shares

    0.06% of the 13F portfolio, value $163,172.

    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 14,275 shares
    Change vs previous 13F -14,457 shares

    0.07% of the 13F portfolio, value $133,900.

    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 28,732 shares
    Change vs previous 13F +412 shares

    0.1% of the 13F portfolio, value $201,411.

    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 28,320 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $173,318.

    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).