YGLD β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Cambridge Advisors Inc.  Β·  4 quarters on record

AI Ownership Summary

Cambridge Advisors Inc. reported SIMPLIFY EXCHANGE TRADED FUN (YGLD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows YGLD at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Advisors Inc.'s position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

YGLD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Advisors Inc. held YGLD β€” position size vs. price
% of Fund (quarterly)    YGLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,640 +2,216 +23.5% 0.09% $485K 2026-02-14 (Est.) $48.72
2025 Q3 ADDED 9,424 +651 +7.4% 0.07% $381K 2025-10-15 $40.19
2025 Q2 ADDED 8,773 +1,609 +22.5% 0.06% $301K 2025-07-16 $29.53
2025 Q1 INITIATED 7,164 β€” β€” 0.05% $208K 2025-04-24 $29.56

FAQ About Cambridge Advisors Inc. and YGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Advisors Inc. reported owning YGLD?

Cambridge Advisors Inc. reported YGLD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported YGLD position in Cambridge Advisors Inc.'s portfolio?

The largest reported portfolio weight for YGLD was 0.09% in 2025 Q4.

What is the latest reported YGLD position on this page?

The most recent filing on this page is 2025 Q4, when Cambridge Advisors Inc. reported 11,640 shares, equal to 0.09% of portfolio, with an estimated market value of $485K.

What does the chart on this YGLD ownership page compare?

The chart compares Cambridge Advisors Inc.'s quarterly YGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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