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SimpliFi, Inc.: PVI position timeline

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

SimpliFi, Inc. held 12,312 PVI 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 12,312 shares
    Change vs previous 13F +68 shares

    0.12% of the 13F portfolio, value $306,376.

    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 12,244 shares
    Change vs previous 13F +60 shares

    0.13% of the 13F portfolio, value $304,500.

    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 12,184 shares
    Change vs previous 13F +76 shares

    0.13% of the 13F portfolio, value $303,633.

    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 12,108 shares
    Change vs previous 13F -16,625 shares

    0.13% of the 13F portfolio, value $300,631.

    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 28,733 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $712,199.

    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 28,733 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $713,297.

    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 28,733 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $709,992.

    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 28,733 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $714,159.

    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).