Simplify Exchange Traded Fun shares owned by Middleton & Company
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Middleton & Company 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 Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 13k | 31.24 |
| 2025-06-30 | $391k | 13k | 30.05 |
| 2025-03-31 | $372k | 13k | 28.58 |
| 2024-12-31 | $384k | 13k | 29.48 |
| 2024-09-30 | $461k | 16k | 28.88 |
| 2024-06-30 | $556k | 20k | 27.67 |
| 2024-03-31 | $1.4M | 53k | 26.49 |