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Simplify Exchange Traded Fun shares owned by Rothschild Investment

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPD) shares owned by Rothschild Investment from 13F filings

Historical chart of Rothschild Investment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify Exchange Traded Fun by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1k 231 39.51
2025-06-30 $8.8k 231 38.02
2025-03-31 $7.1k 231 30.93
2024-12-31 $7.7k 231 33.37
2024-09-30 $7.7k 231 33.47
2024-06-30 $7.5k 231 32.32
2024-03-31 $7.2k 231 31.09
2023-12-31 $6.6k 231 28.74