Simplify Exchange Traded Fun shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in Simplify Exchange Traded Fun
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Quarterly reported holdings in Simplify Exchange Traded Fun by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 127k | 31.24 |
| 2025-06-30 | $3.6M | 119k | 30.05 |
| 2025-03-31 | $225k | 7.9k | 28.57 |
More positions owned by Meridian Wealth Management
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