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 |
| 2024 Q4 | REDUCED | 202,424 | -2,107 | -1.0% | 5.08% | $11.1M | $54.18 |
| 2024 Q3 | REDUCED | 204,531 | -7,127 | -3.4% | 5.15% | $11.6M | $55.73 |
| 2024 Q2 | REDUCED | 211,658 | -1,824 | -0.9% | 5.02% | $10.9M | $50.35 |
| 2024 Q1 | REDUCED | 213,482 | -209,525 | -49.5% | 5.26% | $11.5M | $52.61 |
| 2023 Q4 | UNCHANGED | 423,007 | — | 0% | 9.30% | $18.9M | $48.04 |
| 2023 Q3 | REDUCED | 423,007 | -24,264 | -5.4% | 9.31% | $18.9M | $43.25 |
As of 2025 Q4 — sorted by position size