Optimize Financial Inc

SEC CIK: 0002033266
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

FRPT holding history

Freshpet, 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.

FRPT overview All 13F holders of FRPT Full Q2 2026 holdings

Shares (Q2 2026): 7,684
Value: $454.3K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of FRPT by Optimize Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,684	$454.3K	0.2%	−26−0.3%	Reduced	Holders
Q1 2026	7,710	$454.6K	0.2%	−3,247−29.6%	Reduced	Holders
Q4 2025	10,957	$667.6K	0.3%	+156+1.4%	Added	Holders
Q3 2025	10,801	$595.2K	0.3%	+10,801	New	Holders