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SimpliFi, Inc.: RSP position timeline

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

SimpliFi, Inc. held 169,356 RSP 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 169,356 shares
    Change vs previous 13F -1,779 shares

    14.24% of the 13F portfolio, value $36,033,858.

    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 171,135 shares
    Change vs previous 13F -402 shares

    13.79% of the 13F portfolio, value $32,844,195.

    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 171,537 shares
    Change vs previous 13F +114,836 shares

    13.9% of the 13F portfolio, value $32,859,709.

    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 56,701 shares
    Change vs previous 13F -925 shares

    4.6% of the 13F portfolio, value $10,756,178.

    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 57,626 shares
    Change vs previous 13F +162 shares

    4.62% of the 13F portfolio, value $10,472,919.

    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 57,464 shares
    Change vs previous 13F -173 shares

    4.57% of the 13F portfolio, value $9,954,541.

    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 57,637 shares
    Change vs previous 13F -237 shares

    4.62% of the 13F portfolio, value $10,099,675.

    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 57,874 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $10,368,707.

    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).