Position in WHR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$587,997
-$193,241 QoQ
Shares Held
10,905
+41.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Mar 31, 2026Optimize Financial Inc holds $2,037,862 across 4 Furnishings, Fixtures & Appliances names. WHR ranks #2 (28.9% of the industry book) .
All Filings in WHR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,997 | 10,905 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $781,238 | 7,703 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $699,138 | 7,757 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $619,336 | 5,410 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||