Simplify Exchange Traded Fun shares owned by Smith, Moore & Co.
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Smith, Moore & Co.
from 13F filings
Historical chart of Smith, Moore & Co. investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Smith, Moore & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 160k | 31.24 |
| 2025-06-30 | $4.9M | 164k | 30.05 |
| 2025-03-31 | $4.4M | 152k | 28.58 |
| 2024-12-31 | $5.8M | 197k | 29.48 |
| 2024-09-30 | $5.8M | 201k | 28.88 |
| 2024-06-30 | $5.6M | 203k | 27.67 |
| 2024-03-31 | $5.3M | 200k | 26.49 |
| 2023-09-30 | $5.1M | 210k | 24.37 |
| 2023-06-30 | $5.3M | 214k | 24.81 |
| 2023-03-31 | $3.3M | 139k | 23.63 |
| 2022-12-31 | $3.1M | 135k | 22.57 |
| 2022-09-30 | $3.1M | 134k | 22.79 |
| 2022-06-30 | $5.3M | 229k | 23.00 |
| 2022-03-31 | $5.7M | 231k | 24.53 |
| 2021-12-31 | $1.7M | 68k | 25.57 |