A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Optimize Financial Inc.

Business address: 23212 Mill Creek Drive, Laguna Hills, CA, 92653
Top securities (13F): PAL, WBD, APP, MU, AMAT, KLAC, MKSI, SMTC, SBGI, WIX, ATUS, LBRDK, IBM, DELL, NVDA, CHTR, AMC, TKO, UCTT, and FWONK
State of incorporation: CA
Fiscal year end: 31 December

Optimize Financial Inc has filed 6 SEC EDGAR filings since 13 Feb 2025

Recent SEC filings for Optimize Financial Inc including 13F-HR, N-PX, 13F-HR/A.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Nov 2025	30 Sep 2025	028-25049
N-PX	Open N-PX document	View SEC filing for N-PX	27 Aug 2025	30 Jun 2025	028-25049
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Aug 2025	30 Jun 2025	028-25049
13F-HR/A	Open 13F-HR/A document	View SEC filing for 13F-HR/A	19 May 2025	31 Mar 2025	028-25049
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 May 2025	31 Mar 2025	028-25049
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Feb 2025	31 Dec 2024	028-25049

Optimize Financial Inc files with the SEC under CIK 0002033266. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.