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Simplify Exchange Traded Fun shares owned by Larson Financial Group

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial Group investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Larson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 450 32.04
2025-09-30 $19k 618 31.21
2025-06-30 $32k 1.1k 30.04
2025-03-31 $58k 2.0k 28.58

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