HIGH β€” SIMPLIFY EXCHANGE TRADED FUN

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

AI Ownership Summary

FSA Advisors, Inc. reported SIMPLIFY EXCHANGE TRADED FUN (HIGH) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.75% in 2025 Q2. The latest visible filing shows HIGH at 0.97% 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 HIGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSA 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

HIGH was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 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 FSA Advisors, Inc. held HIGH β€” position size vs. price
% of Fund (quarterly)    HIGH 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 REDUCED 62,589 -26,051 -29.4% 0.97% $1.4M 2026-02-14 (Est.) $21.66
2025 Q2 ADDED 88,640 +48,261 +119.5% 1.75% $2.1M 2025-08-01 $22.03
2025 Q1 ADDED 40,379 +17,646 +77.6% 0.70% $886K 2025-05-08 $22.11
2024 Q4 INITIATED 22,733 β€” β€” 0.64% $523K 2025-01-23 $21.55

FAQ About FSA Advisors, Inc. and HIGH

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

How long has FSA Advisors, Inc. reported owning HIGH?

FSA Advisors, Inc. reported HIGH across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HIGH position in FSA Advisors, Inc.'s portfolio?

The largest reported portfolio weight for HIGH was 1.75% in 2025 Q2.

What is the latest reported HIGH position on this page?

The most recent filing on this page is 2025 Q4, when FSA Advisors, Inc. reported 62,589 shares, equal to 0.97% of portfolio, with an estimated market value of $1.4M.

What does the chart on this HIGH ownership page compare?

The chart compares FSA Advisors, Inc.'s quarterly HIGH 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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