Optimize Financial Inc
Holdings in PMT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $456,192 | 36,350 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $439,275 | 35,830 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $333,009 | 25,895 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $382,086 | 26,081 | Shares | Sole | 2025-05-19 |
| 2024-12-31 | $305,949 | 24,301 | Shares | Sole | 2025-02-13 |