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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

ETN holding history

Eaton Corp plc 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.

ETN overviewAll 13F holders of ETNFull Q2 2026 holdings

Shares (Q2 2026)
1,007
Value
$429.1K
% of portfolio
0.2%
Quarters held
5
Since Q4 2024
Holdings of ETN by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,007$429.1K0.2%−3−0.3%ReducedHolders
Q1 20261,010$361.2K0.2%+93+10.1%AddedHolders
Q4 2025917$292.1K0.1%+7+0.8%AddedHolders
Q3 2025910$340.6K0.2%+910NewHolders
Q1 20250$00.0%−689−100.0%Sold outHolders
Q4 2024689$228.7K0.2%–No prior filingHolders