SimpliFi, Inc.: VXUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SimpliFi, Inc. on VXUS, newest first. How the timeline and the estimate are built.
SimpliFi, Inc. held 6,579 VXUS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 6,579 sharesChange vs previous 13F -805 shares
0.22% of the 13F portfolio, value $562,403.
13F-HR 0001716983-26-000004 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,384 sharesChange vs previous 13F +215 shares
0.24% of the 13F portfolio, value $569,346.
13F-HR 0001716983-26-000002 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,169 sharesChange vs previous 13F -1,862 shares
0.23% of the 13F portfolio, value $540,830.
13F-HR 0001716983-26-000001 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,031 sharesChange vs previous 13F +776 shares
0.28% of the 13F portfolio, value $663,438.
13F-HR 0001716983-25-000002 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,255 sharesChange vs previous 13F -132 shares
0.25% of the 13F portfolio, value $570,348.
13F-HR 0001085146-25-003975 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,387 sharesChange vs previous 13F +905 shares
0.24% of the 13F portfolio, value $520,828.
13F-HR 0001085146-25-002419 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,482 sharesChange vs previous 13F +513 shares
0.2% of the 13F portfolio, value $440,890.
13F-HR 0001085146-25-000459 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,969 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $451,163.
13F-HR 0001085146-24-005063 filed by SimpliFi, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).