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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

SIRI holding history

Sirius XM Holdings 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
23,385
Value
$690.8K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of SIRI by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,385$690.8K0.2%−81−0.3%ReducedHolders
Q1 202623,466$541.6K0.3%+23,466NewHolders