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Disclosery

SimpliFi, Inc.: SCHE position timeline

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

SimpliFi, Inc. held 0 SCHE shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,208 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 11,208 shares
    Change vs previous 13F -3,225 shares

    0.16% of the 13F portfolio, value $374,009.

    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).

  3. period ended2025-06-30
    13F 14,433 shares
    Change vs previous 13F +798 shares

    0.19% of the 13F portfolio, value $435,008.

    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).

  4. period ended2025-03-31
    13F 13,635 shares
    Change vs previous 13F +3,509 shares

    0.17% of the 13F portfolio, value $375,912.

    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).

  5. period ended2024-12-31
    13F 10,126 shares
    Change vs previous 13F +62 shares

    0.12% of the 13F portfolio, value $269,651.

    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).

  6. period ended2024-09-30
    13F 10,064 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $293,672.

    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).