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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

ROK holding history

Rockwell Automation, 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.

ROK overviewAll 13F holders of ROKFull Q2 2026 holdings

Shares (Q2 2026)
947
Value
$468.8K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of ROK by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026947$468.8K0.2%−3−0.3%ReducedHolders
Q1 2026950$340.9K0.2%+5+0.5%AddedHolders
Q4 2025945$367.7K0.2%+12+1.3%AddedHolders
Q3 2025933$326.1K0.2%+933NewHolders