Optimize Financial Inc
- SEC CIK
- 0002033266
- Latest filing
- Aug 27, 2026
PAL holding history
Proficient Auto Logistics, 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.
PAL overviewAll 13F holders of PALFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −372,967−100.0% | Sold out | Holders |
| Q4 2025 | 372,967 | $3.60M | 1.8% | −86,732−18.9% | Reduced | Holders |
| Q3 2025 | 459,699 | $3.17M | 1.6% | +153,233+50.0% | Added | Holders |
| Q2 2025 | 306,466 | $2.22M | 1.4% | +306,466 | New | Holders |