LPL Financial LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 1403438
FORT MILL, SC
All Filings in SPD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPD | $8,666,696 | 238,299 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 SPD | $15,107,248 | 384,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 SPD | $1,590,356 | 40,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SPD | $916,793 | 24,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SPD | $624,053 | 20,175 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 SPD | $609,005 | 18,249 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 SPD | $424,834 | 12,693 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 SPD | $385,125 | 11,916 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 SPD | $1,524,559 | 53,054 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SPD | $1,393,042 | 53,129 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 SPD | $1,259,072 | 46,103 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 SPD | $1,261,017 | 49,297 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 SPD | $945,580 | 38,993 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 SPD | $26,548,817 | 1,003,736 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 SPD | $10,578,788 | 399,652 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||