Simplify Exchange Traded Fun shares owned by LPL Financial
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 406k | 31.24 |
| 2025-06-30 | $19M | 628k | 30.05 |
| 2025-03-31 | $34M | 1.2M | 28.58 |
| 2024-12-31 | $32M | 1.1M | 29.48 |
| 2024-09-30 | $11M | 368k | 28.88 |
| 2024-06-30 | $8.7M | 315k | 27.67 |
| 2024-03-31 | $3.1M | 116k | 26.49 |
| 2023-09-30 | $432k | 18k | 24.37 |