Ownership history in SimpliFi, Inc. · 33 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in VERIZON COMMUNICATIONS INC (VZ). 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 | 29,501 | +168 | +0.6% | 0.51% | $1.2M | $40.04 |
| 2025 Q3 | ADDED | 29,333 | +287 | +1.0% | 0.55% | $1.3M | $42.47 |
| 2025 Q2 | ADDED | 29,046 | +279 | +1.0% | 0.55% | $1.3M | $41.15 |
| 2025 Q1 | ADDED | 28,767 | +299 | +1.1% | 0.60% | $1.3M | $42.45 |
| 2024 Q4 | ADDED | 28,468 | +281 | +1.0% | 0.52% | $1.1M | $36.78 |
| 2024 Q3 | ADDED | 28,187 | +277 | +1.0% | 0.56% | $1.3M | $40.67 |
| 2024 Q2 | ADDED | 27,910 | +559 | +2.0% | 0.53% | $1.2M | $36.74 |
| 2024 Q1 | REDUCED | 27,351 | -3,479 | -11.3% | 0.52% | $1.1M | $36.79 |
| 2023 Q4 | UNCHANGED | 30,830 | — | 0% | 0.49% | $999K | $32.50 |
| 2023 Q3 | ADDED | 30,830 | +382 | +1.3% | 0.49% | $999K | $27.36 |
As of 2025 Q4 — sorted by position size