Ownership history in Beckerman Institutional, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (MTBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 43,629 | — | 0% | 1.23% | $2.2M | $49.91 |
| 2025 Q3 | ADDED | 43,629 | +8,049 | +22.6% | 1.29% | $2.2M | $49.09 |
| 2025 Q2 | ADDED | 35,580 | +1,947 | +5.8% | 1.18% | $1.8M | $48.11 |
| 2025 Q1 | ADDED | 33,633 | +2,200 | +7.0% | 1.22% | $1.7M | $47.44 |
| 2024 Q4 | ADDED | 31,433 | +13,171 | +72.1% | 1.25% | $1.6M | $46.31 |
| 2024 Q3 | INITIATED | 18,262 | — | — | 0.79% | $940K | $47.27 |
As of 2025 Q4 — sorted by position size