Skip to content
Disclosery

SimpliFi, Inc.: SPYD position timeline

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

SimpliFi, Inc. held 10,280 SPYD 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 10,280 shares
    Change vs previous 13F +116 shares

    0.19% of the 13F portfolio, value $490,441.

    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 10,164 shares
    Change vs previous 13F +101 shares

    0.19% of the 13F portfolio, value $462,663.

    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 10,063 shares
    Change vs previous 13F +126 shares

    0.18% of the 13F portfolio, value $435,229.

    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 9,937 shares
    Change vs previous 13F +110 shares

    0.19% of the 13F portfolio, value $437,224.

    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 9,827 shares
    Change vs previous 13F +115 shares

    0.18% of the 13F portfolio, value $417,071.

    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 9,712 shares
    Change vs previous 13F +92 shares

    0.2% of the 13F portfolio, value $429,843.

    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 9,620 shares
    Change vs previous 13F -1,358 shares

    0.19% of the 13F portfolio, value $415,980.

    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 10,978 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $501,160.

    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).