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Disclosery

SimpliFi, Inc.: LONZ position timeline

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

SimpliFi, Inc. held 0 LONZ shares at 2024-12-31 per its 13F-HR filed 2025-01-24.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -5,223 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 5,223 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $267,128.

    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).