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SimpliFi, Inc.: DSTL position timeline

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

SimpliFi, Inc. held 9,439 DSTL 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 9,439 shares
    Change vs previous 13F +368 shares

    0.22% of the 13F portfolio, value $565,377.

    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 9,071 shares
    Change vs previous 13F +195 shares

    0.22% of the 13F portfolio, value $525,045.

    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 8,876 shares
    Change vs previous 13F -182 shares

    0.22% of the 13F portfolio, value $522,790.

    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 9,058 shares
    Change vs previous 13F -194,714 shares

    0.22% of the 13F portfolio, value $524,975.

    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 203,772 shares
    Change vs previous 13F +1,665 shares

    4.97% of the 13F portfolio, value $11,278,764.

    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 202,107 shares
    Change vs previous 13F -317 shares

    5.03% of the 13F portfolio, value $10,962,281.

    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 202,424 shares
    Change vs previous 13F -2,107 shares

    5.08% of the 13F portfolio, value $11,117,906.

    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 204,531 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $11,603,044.

    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).