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Simplify Asset Management Inc.: AGG position timeline

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

Simplify Asset Management Inc. held 5,041,755 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,041,755 shares
    Change vs previous 13F +941,689 shares

    7.05% of the 13F portfolio, value $499,032,910.

    13F-HR 0001172661-26-002646 filed by Simplify Asset Management 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 4,100,066 shares
    Change vs previous 13F +1,299,935 shares

    6.28% of the 13F portfolio, value $407,013,552.

    13F-HR 0001172661-26-001545 filed by Simplify Asset Management 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 2,800,131 shares
    Change vs previous 13F -2,532 shares

    4.6% of the 13F portfolio, value $279,677,084.

    13F-HR 0001172661-26-000536 filed by Simplify Asset Management 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 2,802,663 shares
    Change vs previous 13F -306,677 shares

    5.69% of the 13F portfolio, value $280,966,966.

    13F-HR 0001172661-25-004330 filed by Simplify Asset Management 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 3,109,340 shares
    Change vs previous 13F +62,496 shares

    18.69% of the 13F portfolio, value $308,446,528.

    13F-HR 0001172661-25-002950 filed by Simplify Asset Management 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 3,046,844 shares
    Change vs previous 13F +727,206 shares

    14.07% of the 13F portfolio, value $301,393,808.

    13F-HR 0001172661-25-001739 filed by Simplify Asset Management 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 2,319,638 shares
    Change vs previous 13F +909,907 shares

    15.63% of the 13F portfolio, value $224,772,922.

    13F-HR 0001172661-25-000651 filed by Simplify Asset Management 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/A 1,409,731 shares
    Change vs previous 13F not available

    9.82% of the 13F portfolio, value $142,763,458.

    13F-HR/A 0001172661-24-004551 filed by Simplify Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).