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Disclosery

SimpliFi, Inc.: SPY position timeline

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

SimpliFi, Inc. held 21,215 SPY 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 21,215 shares
    Change vs previous 13F +78 shares

    6.26% of the 13F portfolio, value $15,842,555.

    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 21,137 shares
    Change vs previous 13F +182 shares

    5.77% of the 13F portfolio, value $13,746,545.

    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 20,955 shares
    Change vs previous 13F -18,048 shares

    6.04% of the 13F portfolio, value $14,289,787.

    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 39,003 shares
    Change vs previous 13F -3,929 shares

    11.12% of the 13F portfolio, value $25,983,045.

    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 42,932 shares
    Change vs previous 13F +375 shares

    11.69% of the 13F portfolio, value $26,525,771.

    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 42,557 shares
    Change vs previous 13F +15,315 shares

    10.92% of the 13F portfolio, value $23,805,916.

    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 27,242 shares
    Change vs previous 13F -113 shares

    7.3% of the 13F portfolio, value $15,965,817.

    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 27,355 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $15,695,342.

    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).