Pathway Financial Advisors LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 1738828
SOUTH BURLINGTON, VT
All Filings in SPD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 SPD | $278,353 | 7,090 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 SPD | $281,113 | 7,115 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 SPD | $270,483 | 7,115 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 SPD | $220,081 | 7,115 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 SPD | $237,441 | 7,115 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 SPD | $238,139 | 7,115 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 SPD | $229,956 | 7,115 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 SPD | $221,205 | 7,115 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 SPD | $204,456 | 7,115 | Shares | Sole | 2024-04-10 | |
| 2022-12-31 SPD | $312,218 | 12,875 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 SPD | $340,543 | 12,875 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 SPD | $340,801 | 12,875 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 SPD | $403,502 | 12,875 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 SPD | $399,286 | 12,005 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||