Ownership history in SimpliFi, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ARK ETF TR (ARKK). 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 | 5,020 | -1,911 | -27.6% | 0.19% | $433K | $86.30 |
| 2025 Q2 | REDUCED | 6,931 | -91 | -1.3% | 0.21% | $487K | $70.29 |
| 2025 Q1 | ADDED | 7,022 | +1,521 | +27.6% | 0.15% | $334K | $47.58 |
| 2024 Q4 | UNCHANGED | 5,501 | — | 0% | 0.14% | $312K | $56.77 |
As of 2025 Q4 — sorted by position size