Creekmur Asset Management LLC PFIX SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Creekmur Asset Management LLC  ·  7 quarters on record

AI Ownership Summary

Creekmur Asset Management LLC reported SIMPLIFY EXCHANGE TRADED FUN (PFIX) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows PFIX at 0.00% 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 PFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creekmur Asset Management LLC'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 Q3

PFIX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Creekmur Asset Management LLC held PFIX — position size vs. price
% of Fund (quarterly)    PFIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 0.00% $5 2025-11-12 $43.32
2025 Q2 UNCHANGED 0.00% $6 2025-08-04 $49.01
2025 Q1 UNCHANGED 0.00% $5 2025-05-05 $51.32
2024 Q4 UNCHANGED 0.00% $5 2025-02-12 $49.70
2024 Q3 UNCHANGED 0.00% $4 2024-10-25 $43.21
2024 Q2 REDUCED 100.0% -12.9% -1 -100.0% 0.00% $5 2024-08-13 $37.71
2023 Q4 INITIATED 1 0.00% $44 2024-03-01 $40.08

FAQ About Creekmur Asset Management LLC and PFIX

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

How long has Creekmur Asset Management LLC reported owning PFIX?

Creekmur Asset Management LLC reported PFIX across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PFIX position in Creekmur Asset Management LLC's portfolio?

The largest reported portfolio weight for PFIX was 0.00% in 2023 Q4.

What is the latest reported PFIX position on this page?

The latest section of the table and chart shows the most recent reported PFIX position for Creekmur Asset Management LLC.

What does the chart on this PFIX ownership page compare?

The chart compares Creekmur Asset Management LLC's quarterly PFIX 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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