Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0002033266-25-000003
Filing Date
2025-05-19
Accepted
2025-05-16 18:13:08
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-19

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 2397
2 20250513-Optimize-13F-XML.html INFORMATION TABLE  
2 20250513-Optimize-13F-XML.xml INFORMATION TABLE 115306
  Complete submission text file 0002033266-25-000003.txt   118910
Mailing Address 23212 MILL CREEK DRIVE LAGUNA HILLS CA 92653
Business Address 23212 MILL CREEK DRIVE LAGUNA HILLS CA 92653 949-471-0000
Optimize Financial Inc (Filer) CIK: 0002033266 (see all company filings)

EIN.: 831085006 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR/A | Act: 34 | File No.: 028-25049 | Film No.: 25960996