Skip to main content

Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

TW holding history

Tradeweb Markets 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.

TW overviewAll 13F holders of TWFull Q2 2026 holdings

Shares (Q2 2026)
3,810
Value
$379.7K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of TW by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,810$379.7K0.1%−13−0.3%ReducedHolders
Q1 20263,823$449.8K0.2%+3,823NewHolders