Optimize Financial Inc.GARPConcentrated trader

CIK: 0002033266 | LAGUNA HILLS, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	294	$278.4M	2026-08-27	SEC ↗
Q1 2026	13F-HR	297	$203.3M	2026-05-12	SEC ↗
Q4 2025	13F-HR	320	$198.5M	2026-02-09	SEC ↗
Q3 2025	13F-HR	323	$192.0M	2025-11-05	SEC ↗
Q2 2025	13F-HR	231	$163.4M	2025-08-13	SEC ↗
Q1 2025Amended	13F-HR/A	3	$127.9M	2025-05-14	SEC ↗
Q4 2024	13F-HR	234	$133.4M	2025-02-13	SEC ↗