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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

HIG holding history

Hartford Insurance Group, 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.

HIG overviewAll 13F holders of HIGFull Q2 2026 holdings

Shares (Q2 2026)
3,409
Value
$451.8K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of HIG by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,409$451.8K0.2%−11−0.3%ReducedHolders
Q1 20263,420$462.5K0.2%−56−1.6%ReducedHolders
Q4 20253,476$479.0K0.2%+48+1.4%AddedHolders
Q3 20253,428$457.3K0.2%+280+8.9%AddedHolders
Q2 20253,148$399.4K0.2%−22−0.7%ReducedHolders
Q1 20253,170$392.2K0.1%+363+12.9%AddedHolders
Q4 20242,807$307.1K0.2%–No prior filingHolders