Optimize Financial Inc
- SEC CIK
- 0002033266
- Latest filing
- Aug 27, 2026
OS holding history
OneStream, 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.
OS overviewAll 13F holders of OSFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 2
- Since Q1 2025