Simplify Exchange Traded Fun shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CDX) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 12k | 22.91 |
| 2025-06-30 | $223k | 9.6k | 23.32 |
| 2024-03-31 | $2.5k | 109 | 22.93 |
| 2023-12-31 | $2.5k | 109 | 22.82 |
| 2022-09-30 | $2.5k | 109 | 22.93 |