Simplify Exchange Traded Fun shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood 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 Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simplify Exchange Traded Fun by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $94k | 5.2k | 18.00 |
| 2025-06-30 | $91k | 5.0k | 18.39 |
| 2025-03-31 | $90k | 20 | 4509.55 |