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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

CMI holding history

Cummins 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.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
649
Value
$462.9K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of CMI by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026649$462.9K0.2%−2−0.3%ReducedHolders
Q1 2026651$350.3K0.2%+651NewHolders