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Disclosery

SimpliFi, Inc.: AOR position timeline

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

SimpliFi, Inc. held 20,690 AOR 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 20,690 shares
    Change vs previous 13F +339 shares

    0.57% of the 13F portfolio, value $1,437,925.

    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 20,351 shares
    Change vs previous 13F +1,504 shares

    0.55% of the 13F portfolio, value $1,309,613.

    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 18,847 shares
    Change vs previous 13F -32 shares

    0.52% of the 13F portfolio, value $1,225,270.

    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 18,879 shares
    Change vs previous 13F -737 shares

    0.52% of the 13F portfolio, value $1,215,401.

    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 19,616 shares
    Change vs previous 13F +233 shares

    0.53% of the 13F portfolio, value $1,207,733.

    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 19,383 shares
    Change vs previous 13F +105 shares

    0.51% of the 13F portfolio, value $1,115,902.

    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 19,278 shares
    Change vs previous 13F -768 shares

    0.51% of the 13F portfolio, value $1,105,038.

    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 20,046 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,187,510.

    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).