Simplify Exchange Traded Fun shares owned by Cambridge Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Cambridge Advisors
from 13F filings
Historical chart of Cambridge 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 Cambridge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simplify Exchange Traded Fun by Cambridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $855k | 48k | 18.00 |
| 2025-06-30 | $888k | 48k | 18.39 |
| 2025-03-31 | $913k | 50k | 18.18 |
| 2024-12-31 | $962k | 46k | 20.79 |
| 2024-09-30 | $825k | 38k | 21.96 |
| 2024-06-30 | $647k | 29k | 22.46 |
| 2024-03-31 | $590k | 26k | 22.66 |
| 2023-12-31 | $553k | 24k | 22.78 |
| 2023-09-30 | $498k | 22k | 22.51 |
| 2023-06-30 | $467k | 20k | 22.95 |
| 2023-03-31 | $417k | 19k | 21.75 |
| 2022-12-31 | $794k | 36k | 21.90 |
| 2022-09-30 | $1.1M | 52k | 20.89 |
| 2022-06-30 | $673k | 30k | 22.20 |
| 2022-03-31 | $551k | 23k | 24.39 |
| 2021-12-31 | $505k | 19k | 27.01 |
| 2021-09-30 | $344k | 13k | 26.55 |