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SimpliFi, Inc.: PWZ position timeline

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

SimpliFi, Inc. held 85,725 PWZ 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 85,725 shares
    Change vs previous 13F -415 shares

    0.83% of the 13F portfolio, value $2,101,112.

    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 86,140 shares
    Change vs previous 13F +3,208 shares

    0.86% of the 13F portfolio, value $2,056,155.

    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 82,932 shares
    Change vs previous 13F +13,916 shares

    0.85% of the 13F portfolio, value $2,003,626.

    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 69,016 shares
    Change vs previous 13F +6,585 shares

    0.71% of the 13F portfolio, value $1,650,872.

    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 62,431 shares
    Change vs previous 13F +2,982 shares

    0.64% of the 13F portfolio, value $1,457,143.

    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 59,449 shares
    Change vs previous 13F +1,700 shares

    0.65% of the 13F portfolio, value $1,417,869.

    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 57,749 shares
    Change vs previous 13F -2,957 shares

    0.65% of the 13F portfolio, value $1,426,395.

    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 60,706 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,522,513.

    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).