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Disclosery

OPTIMIZE FINANCIAL INC.: WTW position timeline

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

OPTIMIZE FINANCIAL INC. held 0 WTW shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,384 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,384 shares
    Change vs previous 13F +16 shares

    0.23% of the 13F portfolio, value $454,782.

    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).

  3. period ended2025-09-30
    13F 1,368 shares
    Change vs previous 13F +250 shares

    0.25% of the 13F portfolio, value $472,576.

    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).

  4. period ended2025-06-30
    13F 1,118 shares
    Change vs previous 13F -8 shares

    0.21% of the 13F portfolio, value $342,667.

    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).

  5. period ended2025-03-31
    13F/A 1,126 shares
    Change vs previous 13F -23 shares

    0.28% of the 13F portfolio, value $380,532.

    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).

  6. period ended2024-12-31
    13F 1,149 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $359,913.

    13F-HR 0002033266-25-000001 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).