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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

VERA holding history

Vera Therapeutics, 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.

VERA overviewAll 13F holders of VERAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of VERA by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−17,800−100.0%Sold outHolders
Q4 202517,800$901.4K0.5%+256+1.5%AddedHolders
Q3 202517,544$509.8K0.3%+17,544NewHolders
Q1 20250$00.0%−5,895−100.0%Sold outHolders
Q4 20245,895$249.3K0.2%–No prior filingHolders