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Simplify Asset Management Inc.: IVV position timeline

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

Simplify Asset Management Inc. held 1,042,652 IVV 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 1,042,652 shares
    Change vs previous 13F -49,614 shares

    11.02% of the 13F portfolio, value $780,831,656.

    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 1,092,266 shares
    Change vs previous 13F +82,160 shares

    11% of the 13F portfolio, value $713,479,074.

    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 1,010,106 shares
    Change vs previous 13F +16,303 shares

    11.38% of the 13F portfolio, value $691,862,004.

    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 993,803 shares
    Change vs previous 13F -119,583 shares

    13.48% of the 13F portfolio, value $665,152,348.

    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 1,113,386 shares
    Change vs previous 13F -90,009 shares

    41.89% of the 13F portfolio, value $691,301,367.

    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 1,203,395 shares
    Change vs previous 13F +216,137 shares

    31.56% of the 13F portfolio, value $676,187,650.

    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 987,258 shares
    Change vs previous 13F +242,890 shares

    40.41% of the 13F portfolio, value $581,179,039.

    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 744,368 shares
    Change vs previous 13F not available

    29.53% of the 13F portfolio, value $429,366,350.

    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).