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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

DAVE holding history

Dave 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.

DAVE overviewAll 13F holders of DAVEFull Q2 2026 holdings

Shares (Q2 2026)
2,184
Value
$813.7K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of DAVE by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,184$813.7K0.3%−7−0.3%ReducedHolders
Q1 20262,191$381.4K0.2%+2,191NewHolders