PFIX β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Global Endowment Management, LP  Β·  13 quarters on record

AI Ownership Summary

Global Endowment Management, LP reported SIMPLIFY EXCHANGE TRADED FUN (PFIX) in 13 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows PFIX at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Endowment Management, LP'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

PFIX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2024 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.

PFIX stock page Global Endowment Management, LP fund profile Global Endowment Management, LP full holdings
How Global Endowment Management, LP held PFIX β€” position size vs. price
% of Fund (quarterly)    PFIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 8,000 β€” 0% 0.05% $383K 2026-02-14 (Est.) $43.15
2025 Q3 ADDED 8,000 +4,000 +100.0% 0.05% $385K 2025-11-13 $44.24
2025 Q2 REDUCED 4,000 -2,000 -33.3% 0.03% $211K 2025-08-13 $49.87
2025 Q1 REDUCED 6,000 -1,000 -14.3% 0.04% $291K 2025-05-13 $54.13
2024 Q4 REDUCED 7,000 -2,500 -26.3% 0.05% $366K 2025-02-13 $47.84
2024 Q3 ADDED 9,500 +1,100 +13.1% 0.04% $391K 2024-11-13 $45.47
2024 Q2 UNCHANGED 8,400 β€” 0% 0.04% $402K 2024-08-13 $37.95
2024 Q1 ADDED 8,400 +2,400 +40.0% 0.04% $376K 2024-05-13 $43.30
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PFIX

As of 2025 Q4 β€” sorted by position size

Trek Financial, LLC 3Y 7Y 0.69% Professional Financial Advisors, LLC 3Y 0.18% Hilltop Holdings Inc. 3Y 7Y 0.12% Cambridge Advisors Inc. 3Y 7Y 0.06% Anchor Investment Management, LLC 0.04% Savvy Advisors, Inc. 0.02% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01% Archer Investment Corp 3Y 0.01% Quadrature Capital Ltd 3Y 7Y 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0%

FAQ About Global Endowment Management, LP and PFIX

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

How long has Global Endowment Management, LP reported owning PFIX?

Global Endowment Management, LP reported PFIX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PFIX position in Global Endowment Management, LP's portfolio?

The largest reported portfolio weight for PFIX was 0.05% in 2025 Q3.

What is the latest reported PFIX position on this page?

The most recent filing on this page is 2025 Q4, when Global Endowment Management, LP reported 8,000 shares, equal to 0.05% of portfolio, with an estimated market value of $383K.

What does the chart on this PFIX ownership page compare?

The chart compares Global Endowment Management, LP'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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