Simplify Asset Management Inc. MIST — MILESTONE PHARMACEUTICALS IN

Ownership history in Simplify Asset Management Inc.  ·  5 quarters on record

AI Ownership Summary

Simplify Asset Management Inc. reported MILESTONE PHARMACEUTICALS IN (MIST) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows MIST at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MIST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Simplify Asset Management Inc.'s position in MILESTONE PHARMACEUTICALS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MIST was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MIST stock page Simplify Asset Management Inc. fund profile Simplify Asset Management Inc. full holdings
How Simplify Asset Management Inc. held MIST — position size vs. price
% of Fund (quarterly)    MIST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,506,405 — 0% 0.03% $1.8M 2026-04-27 $1.86
2025 Q4 REDUCED 46.8% -41.1% ✅ 1,506,405 -1,326,569 -46.8% 0.05% $3.0M 2026-02-09 $1.82
2025 Q3 ADDED — — — 2,832,974 +1,842,974 +186.2% 0.10% $5.7M 2025-10-20 $1.99
2025 Q2 ADDED — — — 990,000 +140,000 +16.5% 0.10% $1.9M 2025-08-07 $1.51
2025 Q1 INITIATED — — — 850,000 — — 0.03% $680K 2025-05-13 $1.19

🏢 Other funds also holding MIST

As of 2026 Q1 — sorted by position size

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 0.07% October Effect Ltd 0.07% Bay Rivers Group 3Y 0.01% Beta Wealth Group, Inc. 3Y 7Y 0.01% Vision Retirement, LLC 0.01% Eaton Financial Holdings Company, LLC 3Y 0.0% Valeo Financial Advisors, LLC 3Y 7Y 0.0% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.0% SJS Investment Consulting Inc. 3Y 0.0% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.0%

FAQ About Simplify Asset Management Inc. and MIST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Simplify Asset Management Inc. reported owning MIST?

Simplify Asset Management Inc. reported MIST across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MIST position in Simplify Asset Management Inc.'s portfolio?

The largest reported portfolio weight for MIST was 0.10% in 2025 Q3.

What is the latest reported MIST position on this page?

The most recent filing on this page is 2026 Q1, when Simplify Asset Management Inc. reported 1,506,405 shares, equal to 0.03% of portfolio, with an estimated market value of $1.8M.

What does the chart on this MIST ownership page compare?

The chart compares Simplify Asset Management Inc.'s quarterly MIST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Simplify Asset Management Inc. time their MIST position?

Based on 13F filing dates vs. subsequent MIST price moves, Simplify Asset Management Inc. correctly timed 2 out of 4 reported position changes (50%).

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