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Simplify Exchange Traded Fun shares owned by TD Capital Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by TD Capital Management from 13F filings

Historical chart of TD Capital Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by TD Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by TD Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $287k 11k 25.26
2023-09-30 $276k 11k 24.37
2023-06-30 $281k 11k 24.81
2023-03-31 $268k 11k 23.63
2022-12-31 $256k 11k 22.57
2022-09-30 $166k 7.3k 22.84
2021-12-31 $77k 3.0k 25.52