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SimpliFi, Inc.: QEFA position timeline

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

SimpliFi, Inc. held 247,899 QEFA 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 247,899 shares
    Change vs previous 13F +3,566 shares

    9.41% of the 13F portfolio, value $23,801,978.

    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 244,333 shares
    Change vs previous 13F +736 shares

    9.57% of the 13F portfolio, value $22,788,931.

    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 243,597 shares
    Change vs previous 13F -5,289 shares

    9.34% of the 13F portfolio, value $22,086,940.

    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 248,886 shares
    Change vs previous 13F -9,920 shares

    9.36% of the 13F portfolio, value $21,879,575.

    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 258,806 shares
    Change vs previous 13F -1,090 shares

    9.73% of the 13F portfolio, value $22,086,479.

    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 259,896 shares
    Change vs previous 13F -3,409 shares

    9.42% of the 13F portfolio, value $20,520,353.

    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 263,305 shares
    Change vs previous 13F +3,525 shares

    8.73% of the 13F portfolio, value $19,092,217.

    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 259,780 shares
    Change vs previous 13F not available

    9.27% of the 13F portfolio, value $20,907,490.

    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).