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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

CVSA holding history

Covista 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.

CVSA overviewAll 13F holders of CVSAFull Q2 2026 holdings

Shares (Q2 2026)
6,258
Value
$780.1K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of CVSA by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,258$780.1K0.3%−21−0.3%ReducedHolders
Q1 20266,279$723.7K0.4%+6,279NewHolders