Position in GO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$679,521
New position
Shares Held
96,386
first reported quarter
Ownership
0.097%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026Optimize Financial Inc holds $679,521 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
|
96,386 | $679,521 |
All Filings in GO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,521 | 96,386 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||