Number of Shares
134,505
Previous 70,610 90.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025

BUY
N/A
63,895 Added 90.49%
134,505 $0
Q4 2024

Jan 23, 2025

BUY
N/A
1,275 Added 1.84%
70,610 $0
Q3 2024

Oct 22, 2024

BUY
N/A
69,335 New
69,335 $0
Track This Portfolio

Track Simpli Fi, Inc. Portfolio

Follow Simpli Fi, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.