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SimpliFi, Inc.: LQDI position timeline

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

SimpliFi, Inc. held 36,360 LQDI 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 36,360 shares
    Change vs previous 13F -3,948 shares

    0.38% of the 13F portfolio, value $955,596.

    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 40,308 shares
    Change vs previous 13F -1,678 shares

    0.44% of the 13F portfolio, value $1,053,449.

    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 41,986 shares
    Change vs previous 13F -1,434,412 shares

    0.47% of the 13F portfolio, value $1,111,795.

    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 1,476,398 shares
    Change vs previous 13F +28,467 shares

    17% of the 13F portfolio, value $39,729,867.

    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 1,447,931 shares
    Change vs previous 13F +10,497 shares

    16.8% of the 13F portfolio, value $38,121,124.

    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 1,437,434 shares
    Change vs previous 13F not available

    17.28% of the 13F portfolio, value $37,646,400.

    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).