Skip to main content

Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

MSFT holding history

Microsoft 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.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
6,829
Value
$2.55M
% of portfolio
0.9%
Quarters held
2
Since Q1 2026
Holdings of MSFT by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,829$2.55M0.9%−23−0.3%ReducedHolders
Q1 20266,852$2.54M1.2%+6,852NewHolders