Austin Wealth Management, LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 2003112
Austin, TX
All Filings in SPD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPD | $1,751,021 | 48,146 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 SPD | $1,881,888 | 47,934 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SPD | $2,133,777 | 54,006 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 SPD | $2,081,604 | 54,756 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 SPD | $3,059,236 | 98,902 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 SPD | $3,523,782 | 105,591 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SPD | $3,774,646 | 112,777 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 SPD | $3,737,000 | 115,625 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 SPD | $3,631,094 | 116,793 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 SPD | $3,318,921 | 115,497 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 SPD | $3,222,385 | 122,898 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||