Simplify Exchange Traded Fun shares owned by Lionsbridge Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Lionsbridge Wealth Management
from 13F filings
Historical chart of Lionsbridge Wealth Management investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Lionsbridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by Lionsbridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $692k | 23k | 30.05 |
| 2025-03-31 | $4.7M | 165k | 28.58 |
| 2024-12-31 | $5.2M | 176k | 29.48 |
| 2024-09-30 | $3.6M | 125k | 28.88 |
| 2024-06-30 | $2.7M | 96k | 27.67 |
| 2024-03-31 | $2.5M | 93k | 26.49 |
| 2023-12-31 | $2.4M | 93k | 25.26 |
| 2023-09-30 | $738k | 30k | 24.37 |
| 2023-06-30 | $755k | 30k | 24.81 |
| 2023-03-31 | $801k | 34k | 23.63 |
| 2022-12-31 | $722k | 32k | 22.57 |
More positions owned by Lionsbridge Wealth Management
View all positions for Lionsbridge Wealth Management