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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

TMO holding history

Thermo Fisher Scientific 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.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
880
Value
$441.2K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of TMO by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026880$441.2K0.2%−3−0.3%ReducedHolders
Q1 2026883$434.0K0.2%+9+1.0%AddedHolders
Q4 2025874$506.4K0.3%+12+1.4%AddedHolders
Q3 2025862$418.1K0.2%+862NewHolders