Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (SPYC). 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 | REDUCED | 70,352 | -1,707 | -2.4% | 0.00% | $3.0M | $42.74 |
| 2025 Q3 | REDUCED | 72,059 | -14,285 | -16.5% | 0.00% | $3.1M | $42.76 |
| 2025 Q2 | REDUCED | 86,344 | -2,884 | -3.2% | 0.00% | $3.6M | $41.13 |
| 2025 Q1 | REDUCED | 89,228 | -2,303 | -2.5% | 0.00% | $3.1M | $34.20 |
| 2024 Q4 | REDUCED | 91,531 | -196,665 | -68.2% | 0.01% | $3.4M | $37.07 |
| 2024 Q3 | ADDED | 288,196 | +64,918 | +29.1% | 0.02% | $10.9M | $37.32 |
| 2024 Q2 | ADDED | 223,278 | +56,101 | +33.6% | 0.01% | $8.1M | $35.72 |
| 2024 Q1 | ADDED | 167,177 | +6,926 | +4.3% | 0.01% | $5.9M | $34.44 |
| 2023 Q4 | ADDED | 160,251 | +68,703 | +75.0% | 0.01% | $4.9M | $30.24 |
| 2023 Q3 | ADDED | 91,548 | +43,598 | +90.9% | 0.01% | $2.5M | $27.18 |
As of 2025 Q4 — sorted by position size