Simplify Exchange Traded Fun shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 841k | 21.87 |
| 2025-06-30 | $18M | 820k | 22.03 |
| 2025-03-31 | $18M | 837k | 21.97 |
| 2024-12-31 | $5.2M | 244k | 21.22 |
| 2024-09-30 | $5.4M | 233k | 22.99 |
| 2024-06-30 | $6.0M | 284k | 21.32 |
| 2024-03-31 | $2.9M | 132k | 21.87 |
| 2023-12-31 | $3.0M | 130k | 23.15 |
| 2023-09-30 | $4.0M | 185k | 21.84 |