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Disclosery

Simplify Asset Management Inc.: IVA position timeline

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

Simplify Asset Management Inc. held 313,483 IVA 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 313,483 shares
    Change vs previous 13F +85,560 shares

    0.02% of the 13F portfolio, value $1,184,966.

    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 227,923 shares
    Change vs previous 13F -109,739 shares

    0.02% of the 13F portfolio, value $1,264,973.

    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 337,662 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,570,128.

    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).