CIK Peek

Latest 13F Filings for Optimize Financial Inc

CIK: 2033266AUM: $127,856,475Link to SEC Filings
HoldingSharesValueDatesChange
Class: OPTIMIZE STRATEG
4.73M $127.25M
Quarter: Mar 31, 2025
Filed: May 14, 2025
New
N/A ($127.25M)
Class: COM
92.18K $2.09M
Quarter: Mar 31, 2025
Filed: May 19, 2025
Increased
3.05K (3.0%)
Class: COM
8.91K $1.98M
Quarter: Mar 31, 2025
Filed: May 19, 2025
New
N/A ($1.98M)
Class: COM
7.73K $1.97M
Quarter: Mar 31, 2025
Filed: May 19, 2025
Increased
837 (12.0%)
Class: COM
19.10K $1.96M
Quarter: Mar 31, 2025
Filed: May 19, 2025
New
N/A ($1.96M)
Class: COM
7.65K $1.94M
Quarter: Mar 31, 2025
Filed: May 19, 2025
New
N/A ($1.94M)
Class: CL A
10.59K $1.91M
Quarter: Mar 31, 2025
Filed: May 19, 2025
Decreased
915 (7.0%)
Class: COM NEW
4.32K $1.89M
Quarter: Mar 31, 2025
Filed: May 19, 2025
Increased
328 (8.0%)
Class: COM
14.72K $1.86M
Quarter: Mar 31, 2025
Filed: May 19, 2025
Increased
6.39K (76.0%)
Class: COM
17.57K $1.84M
Quarter: Mar 31, 2025
Filed: May 19, 2025
Increased
463 (2.0%)