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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

DASH holding history

DoorDash, 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.

DASH overviewAll 13F holders of DASHFull Q2 2026 holdings

Shares (Q2 2026)
3,564
Value
$657.7K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of DASH by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,564$657.7K0.2%−12−0.3%ReducedHolders
Q1 20263,576$536.9K0.3%+1,126+46.0%AddedHolders
Q4 20252,450$554.9K0.3%+32+1.3%AddedHolders
Q3 20252,418$657.7K0.3%+2,418NewHolders