Ownership history in NWAM LLC · 7 quarters on record
This page tracks every 13F SEC filing in which NWAM LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (BUCK). 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 Q3 | REDUCED | 17,098 | -844 | -4.7% | 0.03% | $410K | $23.12 |
| 2025 Q2 | REDUCED | 17,942 | -2,937 | -14.1% | 0.03% | $425K | $22.49 |
| 2025 Q1 | REDUCED | 20,879 | -1,144 | -5.2% | 0.04% | $515K | $23.03 |
| 2024 Q4 | REDUCED | 22,023 | -1,238 | -5.3% | 0.03% | $540K | $22.49 |
As of 2025 Q4 — sorted by position size