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SimpliFi, Inc.: AOA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SimpliFi, Inc. on AOA, newest first. How the timeline and the estimate are built.

SimpliFi, Inc. held 7,466 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,466 shares
    Change vs previous 13F +411 shares

    0.29% of the 13F portfolio, value $728,717.

    13F-HR 0001716983-26-000004 filed by SimpliFi, Inc.
    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 7,055 shares
    Change vs previous 13F +243 shares

    0.26% of the 13F portfolio, value $624,283.

    13F-HR 0001716983-26-000002 filed by SimpliFi, Inc.
    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 6,812 shares
    Change vs previous 13F +300 shares

    0.26% of the 13F portfolio, value $610,127.

    13F-HR 0001716983-26-000001 filed by SimpliFi, Inc.
    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 6,512 shares
    Change vs previous 13F -522 shares

    0.25% of the 13F portfolio, value $573,938.

    13F-HR 0001716983-25-000002 filed by SimpliFi, Inc.
    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 7,034 shares
    Change vs previous 13F -135 shares

    0.26% of the 13F portfolio, value $586,607.

    13F-HR 0001085146-25-003975 filed by SimpliFi, Inc.
    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 7,169 shares
    Change vs previous 13F -56 shares

    0.25% of the 13F portfolio, value $548,458.

    13F-HR 0001085146-25-002419 filed by SimpliFi, Inc.
    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 7,225 shares
    Change vs previous 13F +150 shares

    0.25% of the 13F portfolio, value $553,511.

    13F-HR 0001085146-25-000459 filed by SimpliFi, Inc.
    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 7,075 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $558,255.

    13F-HR 0001085146-24-005063 filed by SimpliFi, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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