Simplify Exchange Traded Fun shares owned by Beacon Capital Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon 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 Beacon Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 604k | 18.00 |
| 2025-06-30 | $22M | 1.2M | 18.39 |
| 2025-03-31 | $16M | 873k | 18.18 |
| 2024-12-31 | $8.6M | 415k | 20.79 |