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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

ROAD holding history

Construction Partners, 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.

ROAD overviewAll 13F holders of ROADFull Q2 2026 holdings

Shares (Q2 2026)
2,964
Value
$352.0K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of ROAD by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,964$352.0K0.1%−10−0.3%ReducedHolders
Q1 20262,974$330.5K0.2%+2,974NewHolders