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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

LLY holding history

Eli Lilly & Co 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.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
446
Value
$534.9K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of LLY by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026446$534.9K0.2%−1−0.2%ReducedHolders
Q1 2026447$411.1K0.2%−153−25.5%ReducedHolders
Q4 2025600$644.8K0.3%+8+1.4%AddedHolders
Q3 2025592$451.7K0.2%+592NewHolders