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Disclosery

SimpliFi, Inc.: VZ position timeline

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

SimpliFi, Inc. held 30,267 VZ 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 30,267 shares
    Change vs previous 13F +280 shares

    0.51% of the 13F portfolio, value $1,281,518.

    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 29,987 shares
    Change vs previous 13F +486 shares

    0.63% of the 13F portfolio, value $1,505,357.

    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 29,501 shares
    Change vs previous 13F +168 shares

    0.51% of the 13F portfolio, value $1,201,594.

    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 29,333 shares
    Change vs previous 13F +287 shares

    0.55% of the 13F portfolio, value $1,289,174.

    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 29,046 shares
    Change vs previous 13F +279 shares

    0.55% of the 13F portfolio, value $1,256,808.

    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 28,767 shares
    Change vs previous 13F +299 shares

    0.6% of the 13F portfolio, value $1,304,876.

    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 28,468 shares
    Change vs previous 13F +281 shares

    0.52% of the 13F portfolio, value $1,138,443.

    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 28,187 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,265,862.

    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).