Simplify Exchange Traded Fun shares owned by Brian McDonald
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.5k | 140 | 32.05 |
| 2025-09-30 | $2.2k | 70 | 31.24 |
| 2025-06-30 | $2.1k | 70 | 30.06 |
| 2025-03-31 | $2.0k | 70 | 28.57 |