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SimpliFi, Inc.: IGSB position timeline

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

SimpliFi, Inc. held 4,199 IGSB 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 4,199 shares
    Change vs previous 13F +47 shares

    0.09% of the 13F portfolio, value $220,092.

    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 4,152 shares
    Change vs previous 13F +31 shares

    0.09% of the 13F portfolio, value $218,204.

    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 4,121 shares
    Change vs previous 13F +25 shares

    0.09% of the 13F portfolio, value $217,902.

    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 4,096 shares
    Change vs previous 13F -13,293 shares

    0.09% of the 13F portfolio, value $217,190.

    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 17,389 shares
    Change vs previous 13F +59 shares

    0.4% of the 13F portfolio, value $917,435.

    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 17,330 shares
    Change vs previous 13F -489 shares

    0.42% of the 13F portfolio, value $907,564.

    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 17,819 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $921,240.

    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).