Simplify Exchange Traded Fun shares owned by Stephens
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Stephens
from 13F filings
Historical chart of Stephens investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Stephens consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Stephens
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 268k | 31.24 |
| 2025-06-30 | $8.1M | 270k | 30.05 |
| 2025-03-31 | $2.6M | 92k | 28.58 |
| 2024-12-31 | $996k | 34k | 29.48 |