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SimpliFi, Inc.: CMF position timeline

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

SimpliFi, Inc. held 31,914 CMF 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 31,914 shares
    Change vs previous 13F -928 shares

    0.73% of the 13F portfolio, value $1,839,543.

    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 32,842 shares
    Change vs previous 13F +1,149 shares

    0.78% of the 13F portfolio, value $1,867,394.

    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 31,693 shares
    Change vs previous 13F +5,658 shares

    0.77% of the 13F portfolio, value $1,821,063.

    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 26,035 shares
    Change vs previous 13F +199 shares

    0.64% of the 13F portfolio, value $1,485,032.

    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 25,836 shares
    Change vs previous 13F +1,168 shares

    0.63% of the 13F portfolio, value $1,440,084.

    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 24,668 shares
    Change vs previous 13F +468 shares

    0.64% of the 13F portfolio, value $1,388,336.

    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 24,200 shares
    Change vs previous 13F -597 shares

    0.63% of the 13F portfolio, value $1,386,179.

    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 24,797 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,440,971.

    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).