Optimize Financial Inc
- SEC CIK
- 0002033266
- Latest filing
- Aug 27, 2026
INTU holding history
Intuit 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.
INTU overviewAll 13F holders of INTUFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −730−100.0% | Sold out | Holders |
| Q1 2026 | 730 | $315.6K | 0.2% | +257+54.3% | Added | Holders |
| Q4 2025 | 473 | $313.3K | 0.2% | +4+0.9% | Added | Holders |
| Q3 2025 | 469 | $320.3K | 0.2% | +116+32.9% | Added | Holders |
| Q2 2025 | 353 | $278.0K | 0.2% | −2−0.6% | Reduced | Holders |
| Q1 2025 | 355 | $218.0K | 0.1% | +355 | New | Holders |