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Simplify Exchange Traded Fun shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Ballast Rock Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $500k 15k 34.32

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