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SimpliFi, Inc.: VIG position timeline

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

SimpliFi, Inc. held 106,855 VIG 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 106,855 shares
    Change vs previous 13F +1,007 shares

    9.99% of the 13F portfolio, value $25,284,034.

    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 105,848 shares
    Change vs previous 13F +1,000 shares

    9.56% of the 13F portfolio, value $22,763,636.

    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 104,848 shares
    Change vs previous 13F +45,726 shares

    9.75% of the 13F portfolio, value $23,043,464.

    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 59,122 shares
    Change vs previous 13F -817 shares

    5.46% of the 13F portfolio, value $12,757,940.

    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 59,939 shares
    Change vs previous 13F +24 shares

    5.41% of the 13F portfolio, value $12,267,663.

    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 59,915 shares
    Change vs previous 13F +322 shares

    5.33% of the 13F portfolio, value $11,622,948.

    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 59,593 shares
    Change vs previous 13F -511 shares

    5.34% of the 13F portfolio, value $11,670,159.

    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 60,104 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $11,904,286.

    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).