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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

HEI holding history

Heico Corp 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.

HEI overviewAll 13F holders of HEIFull Q2 2026 holdings

Shares (Q2 2026)
1,153
Value
$410.7K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of HEI by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,153$410.7K0.1%−4−0.3%ReducedHolders
Q1 20261,157$317.2K0.2%+159+15.9%AddedHolders
Q4 2025998$322.9K0.2%+12+1.2%AddedHolders
Q3 2025986$318.3K0.2%+986NewHolders