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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

STE holding history

STERIS plc 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.

STE overviewAll 13F holders of STEFull Q2 2026 holdings

Shares (Q2 2026)
1,916
Value
$403.5K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of STE by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,916$403.5K0.1%−6−0.3%ReducedHolders
Q1 20261,922$425.0K0.2%+167+9.5%AddedHolders
Q4 20251,755$444.9K0.2%+24+1.4%AddedHolders
Q3 20251,731$428.3K0.2%+1,731NewHolders