Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002033266-25-000001
Filing Date
2025-02-13
Accepted
2025-02-13 13:44:22
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2367
2 OPTIMIZEDATA.html INFORMATION TABLE  
2 OPTIMIZEDATA.XML INFORMATION TABLE 123237
  Complete submission text file 0002033266-25-000001.txt   126799
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.: 25619043