Simplify Exchange Traded Fun shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 234k | 50.35 |
| 2025-06-30 | $12M | 230k | 50.09 |
| 2024-12-31 | $11M | 212k | 49.69 |
| 2024-09-30 | $9.6M | 187k | 51.48 |
| 2024-06-30 | $8.2M | 163k | 50.36 |
| 2024-03-31 | $8.2M | 162k | 50.91 |
| 2023-12-31 | $3.0M | 57k | 51.69 |
| 2022-09-30 | $8.2M | 162k | 50.91 |