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Simplify Exchange Traded Fun shares owned by Family Management Corporation

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Family Management Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Family Management Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $716k 33k 21.87
2025-06-30 $733k 33k 22.03
2023-12-31 $209k 9.0k 23.15

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