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SimpliFi, Inc.: AOM position timeline

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

SimpliFi, Inc. held 9,337 AOM 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 9,337 shares
    Change vs previous 13F +252 shares

    0.18% of the 13F portfolio, value $465,810.

    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 9,085 shares
    Change vs previous 13F +786 shares

    0.18% of the 13F portfolio, value $430,371.

    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 8,299 shares
    Change vs previous 13F -13 shares

    0.17% of the 13F portfolio, value $396,126.

    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 8,312 shares
    Change vs previous 13F -131 shares

    0.17% of the 13F portfolio, value $395,488.

    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 8,443 shares
    Change vs previous 13F +34 shares

    0.17% of the 13F portfolio, value $388,708.

    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 8,409 shares
    Change vs previous 13F +72 shares

    0.17% of the 13F portfolio, value $368,995.

    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 8,337 shares
    Change vs previous 13F -738 shares

    0.17% of the 13F portfolio, value $362,167.

    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 9,075 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $409,394.

    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).