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SimpliFi, Inc.: VTIP position timeline

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

SimpliFi, Inc. held 188,962 VTIP 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 188,962 shares
    Change vs previous 13F +478 shares

    3.75% of the 13F portfolio, value $9,491,575.

    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 188,484 shares
    Change vs previous 13F +2,445 shares

    3.95% of the 13F portfolio, value $9,414,765.

    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 186,039 shares
    Change vs previous 13F +153,298 shares

    3.89% of the 13F portfolio, value $9,201,478.

    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 32,741 shares
    Change vs previous 13F +15,651 shares

    0.71% of the 13F portfolio, value $1,657,697.

    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 17,090 shares
    Change vs previous 13F +33 shares

    0.38% of the 13F portfolio, value $859,116.

    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 17,057 shares
    Change vs previous 13F +112 shares

    0.39% of the 13F portfolio, value $851,132.

    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 16,945 shares
    Change vs previous 13F +223 shares

    0.38% of the 13F portfolio, value $820,465.

    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 16,722 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $824,567.

    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).