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SimpliFi, Inc.: XMPT position timeline

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

SimpliFi, Inc. held 40,987 XMPT 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 40,987 shares
    Change vs previous 13F +2,388 shares

    0.36% of the 13F portfolio, value $915,656.

    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 38,599 shares
    Change vs previous 13F +1,124 shares

    0.35% of the 13F portfolio, value $829,871.

    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 37,475 shares
    Change vs previous 13F +5,171 shares

    0.35% of the 13F portfolio, value $819,955.

    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 32,304 shares
    Change vs previous 13F -490 shares

    0.3% of the 13F portfolio, value $707,128.

    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 32,794 shares
    Change vs previous 13F +1,549 shares

    0.3% of the 13F portfolio, value $688,353.

    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 31,245 shares
    Change vs previous 13F +792 shares

    0.31% of the 13F portfolio, value $675,824.

    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 30,453 shares
    Change vs previous 13F -1,228 shares

    0.3% of the 13F portfolio, value $654,950.

    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 31,681 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $734,038.

    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).