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Disclosery

Simplify Asset Management Inc.: PM position timeline

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

Simplify Asset Management Inc. held 1,489 PM 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 1,489 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $269,375.

    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 1,427 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $235,940.

    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 1,516 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $243,166.

    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 1,310 shares
    Change vs previous 13F -26,741 shares

    <0.01% of the 13F portfolio, value $212,482.

    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 28,051 shares
    Change vs previous 13F +9,571 shares

    0.31% of the 13F portfolio, value $5,108,929.

    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 18,480 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,933,330.

    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).