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Disclosery

SimpliFi, Inc.: HIPS position timeline

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

SimpliFi, Inc. held 13,924 HIPS 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 13,924 shares
    Change vs previous 13F +375 shares

    0.06% of the 13F portfolio, value $160,746.

    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 13,549 shares
    Change vs previous 13F -2,379 shares

    0.07% of the 13F portfolio, value $156,544.

    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 15,928 shares
    Change vs previous 13F -581,710 shares

    0.08% of the 13F portfolio, value $186,043.

    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 597,638 shares
    Change vs previous 13F -19,075 shares

    3.01% of the 13F portfolio, value $7,046,148.

    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 616,713 shares
    Change vs previous 13F +18,840 shares

    3.29% of the 13F portfolio, value $7,465,305.

    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 597,873 shares
    Change vs previous 13F +13,215 shares

    3.49% of the 13F portfolio, value $7,604,942.

    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 584,658 shares
    Change vs previous 13F +60,697 shares

    3.44% of the 13F portfolio, value $7,513,788.

    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 523,961 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $6,802,904.

    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).