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Optimize Financial Inc

Position in AGNT — AGNT, Inc.

CIK 2033266 LAGUNA HILLS, CA

Position in AGNT

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$108,311
-$40,932 QoQ
Shares Held
18,082
+9.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AGNT Over Time

Shares Held

Position Value (USD)

Position in Real Estate Services

Real Estate · as of Mar 31, 2026

Optimize Financial Inc holds $108,311 across 1 Real Estate Services name. AGNT ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AGNT
AGNT, Inc.
This page
18,082 $108,311

All Filings in AGNT

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $108,311 18,082
2025-12-31 $149,243 16,491
2025-09-30 $173,278 16,255
2025-06-30 $131,558 14,457
2025-03-31 $142,406 14,561
2024-12-31 $148,122 12,869