Wellment Financial
Position in TUA — Simplify Short Term Treasury Futures Strategy ETF
CIK 1940000
ELMHURST, IL
All Filings in TUA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TUA | $248,579 | 11,781 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 TUA | $246,956 | 11,275 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 TUA | $327,678 | 14,983 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 TUA | $344,020 | 15,616 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 TUA | $362,658 | 16,507 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 TUA | $268,751 | 12,665 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||