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SimpliFi, Inc.: IWM position timeline

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

SimpliFi, Inc. held 30,492 IWM 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 30,492 shares
    Change vs previous 13F -816 shares

    3.62% of the 13F portfolio, value $9,161,235.

    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 31,308 shares
    Change vs previous 13F -168 shares

    3.26% of the 13F portfolio, value $7,764,456.

    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 31,476 shares
    Change vs previous 13F -40,594 shares

    3.28% of the 13F portfolio, value $7,748,242.

    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 72,070 shares
    Change vs previous 13F -1,579 shares

    7.46% of the 13F portfolio, value $17,438,085.

    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 73,649 shares
    Change vs previous 13F +603 shares

    7% of the 13F portfolio, value $15,892,772.

    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 73,046 shares
    Change vs previous 13F +169 shares

    6.69% of the 13F portfolio, value $14,571,851.

    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 72,877 shares
    Change vs previous 13F -327 shares

    7.36% of the 13F portfolio, value $16,102,872.

    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 73,204 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $16,169,943.

    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).