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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

TPC holding history

Tutor Perini Corp 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.

TPC overviewAll 13F holders of TPCFull Q2 2026 holdings

Shares (Q2 2026)
4,807
Value
$398.8K
% of portfolio
0.1%
Quarters held
4
Since Q4 2024
Holdings of TPC by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,807$398.8K0.1%−16−0.3%ReducedHolders
Q1 20264,823$372.3K0.2%+4,823NewHolders
Q3 20250$00.0%−7,883−100.0%Sold outHolders
Q2 20257,883$368.8K0.2%+7,883NewHolders
Q1 20250$00.0%−9,146−100.0%Sold outHolders
Q4 20249,146$221.3K0.2%–No prior filingHolders