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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

STZ holding history

Constellation Brands, 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.

STZ overviewAll 13F holders of STZFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of STZ by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,670−100.0%Sold outHolders
Q2 20252,670$434.4K0.3%−18−0.7%ReducedHolders
Q1 20252,688$493.3K0.2%+785+41.3%AddedHolders
Q4 20241,903$420.6K0.3%–No prior filingHolders