Position in GO
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$958,598
+$279,077 QoQ
Shares Held
96,052
-0.3% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#76
of 246 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GO Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Optimize Financial Inc holds $958,598 across 1 Grocery Stores name. GO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GO |
Grocery Outlet Holding Corp.
This page
|
96,052 | $958,598 |
All Filings in GO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,598 | 96,052 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $679,521 | 96,386 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||