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Disclosery

SimpliFi, Inc.: BOND position timeline

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

SimpliFi, Inc. held 107,883 BOND 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 107,883 shares
    Change vs previous 13F +1,299 shares

    3.93% of the 13F portfolio, value $9,947,935.

    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 106,584 shares
    Change vs previous 13F +1,272 shares

    4.13% of the 13F portfolio, value $9,835,579.

    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 105,312 shares
    Change vs previous 13F -108,047 shares

    4.15% of the 13F portfolio, value $9,802,418.

    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 213,359 shares
    Change vs previous 13F +4,438 shares

    8.52% of the 13F portfolio, value $19,917,066.

    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 208,921 shares
    Change vs previous 13F +3,889 shares

    8.49% of the 13F portfolio, value $19,258,364.

    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 205,032 shares
    Change vs previous 13F not available

    8.7% of the 13F portfolio, value $18,959,297.

    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).