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SimpliFi, Inc.: DGRE position timeline

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

SimpliFi, Inc. held 329,152 DGRE 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 329,152 shares
    Change vs previous 13F -9,812 shares

    5.31% of the 13F portfolio, value $13,445,878.

    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 338,964 shares
    Change vs previous 13F +655 shares

    4.71% of the 13F portfolio, value $11,227,449.

    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 338,309 shares
    Change vs previous 13F +138,059 shares

    4.48% of the 13F portfolio, value $10,591,974.

    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 200,250 shares
    Change vs previous 13F -272 shares

    2.46% of the 13F portfolio, value $5,743,161.

    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 200,522 shares
    Change vs previous 13F +369 shares

    2.44% of the 13F portfolio, value $5,528,378.

    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 200,153 shares
    Change vs previous 13F +3,625 shares

    2.23% of the 13F portfolio, value $4,865,727.

    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 196,528 shares
    Change vs previous 13F +680 shares

    2.25% of the 13F portfolio, value $4,917,120.

    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 195,848 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $5,434,780.

    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).