Optimize Financial Inc
- SEC CIK
- 0002033266
- Latest filing
- Aug 27, 2026
WTW holding history
Willis Towers Watson PLC 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.
WTW overviewAll 13F holders of WTWFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −1,384−100.0% | Sold out | Holders |
| Q4 2025 | 1,384 | $454.8K | 0.2% | +16+1.2% | Added | Holders |
| Q3 2025 | 1,368 | $472.6K | 0.2% | +250+22.4% | Added | Holders |
| Q2 2025 | 1,118 | $342.7K | 0.2% | −8−0.7% | Reduced | Holders |
| Q1 2025 | 1,126 | $380.5K | 0.1% | −23−2.0% | Reduced | Holders |
| Q4 2024 | 1,149 | $359.9K | 0.3% | – | No prior filing | Holders |