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SIMA Wealth Partners, LLC

Position in IPO — Renaissance IPO ETF

CIK 2135539 NORTH CHESTERFIELD, VA

Position in IPO

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$10,470
-$942 QoQ
Shares Held
250
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IPO Over Time

Shares Held

Position Value (USD)

All Filings in IPO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,470 250
2025-12-31 $11,412 250
2025-09-30 $12,390 250