Optimize Financial Inc

SEC CIK: 0002033266
Latest filing: Aug 27, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

T overview All 13F holders of T Full 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 T by Optimize Financial Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−51,200−100.0%	Sold out	Holders
Q2 2025	51,200	$1.48M	0.9%	−368−0.7%	Reduced	Holders
Q1 2025	51,568	$1.46M	0.5%	+5,053+10.9%	Added	Holders
Q4 2024	46,515	$1.06M	0.8%	–	No prior filing	Holders