Simpson Manufacturing shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Simpson Manufacturing (SSD) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Simpson Manufacturing
Tip: Access up to 7 years of quarterly data
All positions including Simpson Manufacturing held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simpson Manufacturing by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 3.9k | 167.46 |
| 2025-06-30 | $599k | 3.9k | 155.31 |
| 2025-03-31 | $606k | 3.9k | 157.08 |
| 2024-12-31 | $640k | 3.9k | 165.83 |
| 2024-09-30 | $738k | 3.9k | 191.27 |
| 2024-06-30 | $650k | 3.9k | 168.53 |
| 2024-03-31 | $809k | 3.9k | 205.18 |
| 2023-12-31 | $339k | 1.7k | 197.98 |
| 2023-09-30 | $256k | 1.7k | 149.81 |
| 2023-06-30 | $237k | 1.7k | 138.50 |
| 2020-12-31 | $246k | 2.6k | 93.36 |
| 2020-09-30 | $256k | 2.6k | 97.15 |
| 2020-06-30 | $222k | 2.6k | 84.25 |
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