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SimpliFi, Inc.: PWV position timeline

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

SimpliFi, Inc. held 9,853 PWV 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 9,853 shares
    Change vs previous 13F +153 shares

    0.3% of the 13F portfolio, value $746,548.

    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 9,700 shares
    Change vs previous 13F +194 shares

    0.28% of the 13F portfolio, value $676,157.

    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 9,506 shares
    Change vs previous 13F +746 shares

    0.27% of the 13F portfolio, value $632,339.

    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 8,760 shares
    Change vs previous 13F -243 shares

    0.24% of the 13F portfolio, value $571,248.

    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 9,003 shares
    Change vs previous 13F +64 shares

    0.25% of the 13F portfolio, value $559,425.

    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 8,939 shares
    Change vs previous 13F +61 shares

    0.24% of the 13F portfolio, value $531,982.

    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 8,878 shares
    Change vs previous 13F -31 shares

    0.23% of the 13F portfolio, value $504,935.

    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 8,909 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $519,610.

    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).