Simplify Exchange Traded Fun shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 14k | 31.24 |
| 2025-06-30 | $241k | 8.0k | 30.05 |
| 2025-03-31 | $242k | 8.5k | 28.57 |
| 2024-09-30 | $812k | 28k | 28.88 |
| 2024-06-30 | $1.2M | 45k | 27.67 |
| 2024-03-31 | $2.3M | 86k | 26.49 |