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SimpliFi, Inc.: SPSB position timeline

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

SimpliFi, Inc. held 10,108 SPSB 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 10,108 shares
    Change vs previous 13F -1,269 shares

    0.12% of the 13F portfolio, value $303,345.

    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 11,377 shares
    Change vs previous 13F -360 shares

    0.14% of the 13F portfolio, value $342,119.

    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 11,737 shares
    Change vs previous 13F -390,137 shares

    0.15% of the 13F portfolio, value $354,448.

    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 401,874 shares
    Change vs previous 13F -4,367 shares

    5.21% of the 13F portfolio, value $12,172,757.

    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 406,241 shares
    Change vs previous 13F +6,167 shares

    5.4% of the 13F portfolio, value $12,264,427.

    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 400,074 shares
    Change vs previous 13F +1,774 shares

    5.53% of the 13F portfolio, value $12,042,216.

    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 398,300 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $11,893,239.

    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).