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SIMA Wealth Partners, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMA Wealth Partners, LLC on DFAE, newest first. How the timeline and the estimate are built.

SIMA Wealth Partners, LLC held 239,647 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,647 shares
    Change vs previous 13F +4,140 shares

    6.83% of the 13F portfolio, value $9,636,209.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 235,507 shares
    Change vs previous 13F +18,109 shares

    6.07% of the 13F portfolio, value $7,974,284.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 217,398 shares
    Change vs previous 13F +39,724 shares

    5.38% of the 13F portfolio, value $7,080,646.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 177,674 shares
    Change vs previous 13F +13,670 shares

    4.28% of the 13F portfolio, value $5,602,063.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 164,004 shares
    Change vs previous 13F +3,685 shares

    3.83% of the 13F portfolio, value $4,747,930.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 160,319 shares
    Change vs previous 13F +6,586 shares

    3.45% of the 13F portfolio, value $4,150,663.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 153,733 shares
    Change vs previous 13F +1,956 shares

    3.31% of the 13F portfolio, value $3,900,211.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 151,777 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $4,160,209.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).