SPBC β€” SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF

Ownership history in High Point Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

High Point Wealth Management, LLC reported SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF (SPBC) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows SPBC 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 SPBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was High Point Wealth Management, LLC's position in SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF, 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

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

High-water mark
Peak Conviction
0.0% 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 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 High Point Wealth Management, LLC held SPBC β€” position size vs. price
% of Fund (quarterly)    SPBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 30 β€” β€” 0.00% $1K 2026-01-29 $45.19

🏒 Other funds also holding SPBC

As of 2026 Q1 β€” sorted by position size

Professional Financial Advisors, LLC 3Y 1.08% Total Clarity Wealth Management, Inc. 3Y 0.21%

FAQ About High Point Wealth Management, LLC and SPBC

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

How long has High Point Wealth Management, LLC reported owning SPBC?

High Point Wealth Management, LLC reported SPBC across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported SPBC position in High Point Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPBC was 0.00% in 2025 Q4.

What is the latest reported SPBC position on this page?

The most recent filing on this page is 2025 Q4, when High Point Wealth Management, LLC reported 30 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this SPBC ownership page compare?

The chart compares High Point Wealth Management, LLC's quarterly SPBC 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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