Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002033266-25-000005
Filing Date
2025-08-13
Accepted
2025-08-13 15:01:47
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2285
2 xml_EXPORT_file_OFI.html INFORMATION TABLE  
2 xml_EXPORT_file_OFI.xml INFORMATION TABLE 121632
  Complete submission text file 0002033266-25-000005.txt   125113
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 | Act: 34 | File No.: 028-25049 | Film No.: 251210861