Ownership history in SimpliFi, Inc. · 22 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in ETF SER SOLUTIONS (DSTL). 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 | 8,876 | -182 | -2.0% | 0.22% | $523K | $58.90 |
| 2025 Q3 | REDUCED | 9,058 | -194,714 | -95.6% | 0.22% | $525K | $57.77 |
| 2025 Q2 | ADDED | 203,772 | +1,665 | +0.8% | 4.97% | $11.3M | $55.00 |
| 2025 Q1 | REDUCED | 202,107 | -317 | -0.2% | 5.03% | $11.0M | $53.71 |
As of 2025 Q4 — sorted by position size