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Disclosery

Simplify Asset Management Inc.: PHAT position timeline

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

Simplify Asset Management Inc. held 249,267 PHAT 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 249,267 shares
    Change vs previous 13F -13,119 shares

    0.04% of the 13F portfolio, value $2,704,547.

    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 262,386 shares
    Change vs previous 13F -59,549 shares

    0.04% of the 13F portfolio, value $2,915,108.

    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 321,935 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $5,340,902.

    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 321,935 shares
    Change vs previous 13F -200,000 shares

    0.08% of the 13F portfolio, value $3,789,175.

    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 521,935 shares
    Change vs previous 13F -160,000 shares

    0.3% of the 13F portfolio, value $5,005,357.

    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 681,935 shares
    Change vs previous 13F +100,000 shares

    0.2% of the 13F portfolio, value $4,275,732.

    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 581,935 shares
    Change vs previous 13F +60,000 shares

    0.33% of the 13F portfolio, value $4,725,312.

    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 521,935 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,436,585.

    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).