Ownership history in Lloyd Advisory Services, LLC. · 7 quarters on record
This page tracks every 13F SEC filing in which Lloyd Advisory Services, LLC. reported a position in SIMPLIFY EXCHANGE TRADED FUN (SPD). 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 | ADDED | 47,645 | +2,953 | +6.6% | 0.73% | $1.9M | $39.26 |
| 2025 Q3 | REDUCED | 44,692 | -1,092 | -2.4% | 0.83% | $1.8M | $39.41 |
| 2025 Q2 | REDUCED | 45,784 | -2,852 | -5.9% | 0.84% | $1.7M | $37.82 |
| 2024 Q4 | REDUCED | 48,636 | -2,660 | -5.2% | 0.77% | $1.6M | $33.03 |
| 2024 Q3 | REDUCED | 51,296 | -50 | -0.1% | 0.83% | $1.7M | $33.03 |
| 2024 Q2 | ADDED | 51,346 | +2,806 | +5.8% | 0.78% | $1.7M | $31.82 |
| 2023 Q4 | INITIATED | 48,540 | — | — | 0.66% | $1.4M | — |
As of 2025 Q4 — sorted by position size