Position in SGI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$586,850
New position
Shares Held
7,939
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Mar 31, 2026Optimize Financial Inc holds $2,037,862 across 4 Furnishings, Fixtures & Appliances names. SGI ranks #3 (28.8% of the industry book) .
All Filings in SGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $586,850 | 7,939 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||