Simplify Exchange Traded Fun shares owned by Napa Wealth Management
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Napa Wealth Management
from 13F filings
Historical chart of Napa Wealth 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 Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Napa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $703k | 39k | 18.00 |
| 2025-06-30 | $714k | 39k | 18.39 |
| 2025-03-31 | $688k | 38k | 18.18 |
| 2024-12-31 | $717k | 35k | 20.79 |
| 2024-09-30 | $555k | 25k | 21.96 |