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Disclosery

SimpliFi, Inc.: IEF position timeline

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

SimpliFi, Inc. held 231,514 IEF 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 231,514 shares
    Change vs previous 13F -581 shares

    8.65% of the 13F portfolio, value $21,894,315.

    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 232,095 shares
    Change vs previous 13F +222 shares

    9.3% of the 13F portfolio, value $22,151,177.

    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 231,873 shares
    Change vs previous 13F +11,295 shares

    9.43% of the 13F portfolio, value $22,296,929.

    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 220,578 shares
    Change vs previous 13F +199,548 shares

    9.1% of the 13F portfolio, value $21,276,998.

    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 21,030 shares
    Change vs previous 13F -170 shares

    0.89% of the 13F portfolio, value $2,014,088.

    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 21,200 shares
    Change vs previous 13F +1,429 shares

    0.93% of the 13F portfolio, value $2,021,867.

    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 19,771 shares
    Change vs previous 13F -101 shares

    0.84% of the 13F portfolio, value $1,827,811.

    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 19,872 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,949,798.

    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).