SIMA Wealth Partners, LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 2135539
NORTH CHESTERFIELD, VA
Position in CLOV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$262
+$174 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 224 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SIMA Wealth Partners, LLC holds $39,121 across 3 Healthcare Plans names. CLOV ranks #3 (0.7% of the industry book) .
All Filings in CLOV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262 | 50 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $88 | 50 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $117 | 50 | Shares | Sole | 2026-05-28 | |
| 2025-09-30 | $153 | 50 | Shares | Sole | 2026-05-28 | |
| 2025-06-30 | $139 | 50 | Shares | Sole | 2026-06-15 | |
| 2025-03-31 | $179 | 50 | Shares | Sole | 2026-06-15 | |
| 2024-12-31 | $157 | 50 | Shares | Sole | 2026-06-15 | |
| 2024-09-30 | $141 | 50 | Shares | Sole | 2026-06-15 | |
| 2024-06-30 | $61 | 50 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||