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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

BHF holding history

Brighthouse Financial, Inc. in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BHF overviewAll 13F holders of BHFFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of BHF by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−10,353−100.0%Sold outHolders
Q4 202510,353$670.8K0.3%+148+1.5%AddedHolders
Q3 202510,205$541.7K0.3%+3,541+53.1%AddedHolders
Q2 20256,664$358.3K0.2%−46−0.7%ReducedHolders
Q1 20256,710$389.1K0.1%−1,201−15.2%ReducedHolders
Q4 20247,911$380.0K0.3%–No prior filingHolders