Ownership history in Lloyd Advisory Services, LLC. · 9 quarters on record
This page tracks every 13F SEC filing in which Lloyd Advisory Services, LLC. reported a position in SIMPLIFY EXCHANGE TRADED FUN (TYA). 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 | REDUCED | 130,585 | -182,822 | -58.3% | 0.68% | $1.8M | $13.45 |
| 2025 Q3 | REDUCED | 313,407 | -323,331 | -50.8% | 2.01% | $4.3M | $13.39 |
| 2025 Q2 | ADDED | 636,738 | +63,569 | +11.1% | 4.15% | $8.6M | $13.16 |
| 2025 Q1 | ADDED | 573,169 | +221,436 | +63.0% | 3.81% | $7.6M | $12.78 |
| 2024 Q4 | ADDED | 351,733 | +20,612 | +6.2% | 2.05% | $4.3M | $11.76 |
| 2024 Q3 | ADDED | 331,121 | +85,695 | +34.9% | 2.30% | $4.8M | $13.58 |
| 2024 Q2 | REDUCED | 245,426 | -391,902 | -61.5% | 1.50% | $3.2M | $12.10 |
| 2024 Q1 | ADDED | 637,328 | +453,249 | +246.2% | 3.26% | $15.3M | $12.33 |
| 2023 Q4 | INITIATED | 184,079 | — | — | 1.24% | $2.6M | — |
As of 2025 Q4 — sorted by position size