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Disclosery

SimpliFi, Inc.: BND position timeline

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

SimpliFi, Inc. held 702,115 BND 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 702,115 shares
    Change vs previous 13F +10,614 shares

    20.37% of the 13F portfolio, value $51,542,261.

    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 691,501 shares
    Change vs previous 13F +11,654 shares

    21.38% of the 13F portfolio, value $50,922,155.

    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 679,847 shares
    Change vs previous 13F not available

    21.3% of the 13F portfolio, value $50,356,277.

    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).