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Disclosery

SimpliFi, Inc.: VTI position timeline

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

SimpliFi, Inc. held 4,876 VTI 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 4,876 shares
    Change vs previous 13F -363 shares

    0.71% of the 13F portfolio, value $1,804,472.

    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 5,239 shares
    Change vs previous 13F +262 shares

    0.71% of the 13F portfolio, value $1,680,640.

    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 4,977 shares
    Change vs previous 13F -223 shares

    0.71% of the 13F portfolio, value $1,668,615.

    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 5,200 shares
    Change vs previous 13F +396 shares

    0.73% of the 13F portfolio, value $1,706,423.

    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 4,804 shares
    Change vs previous 13F -84 shares

    0.64% of the 13F portfolio, value $1,460,199.

    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 4,888 shares
    Change vs previous 13F +461 shares

    0.62% of the 13F portfolio, value $1,343,471.

    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 4,427 shares
    Change vs previous 13F +168 shares

    0.59% of the 13F portfolio, value $1,282,873.

    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 4,259 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,205,945.

    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).