CWM, LLC

Position in SPD — Simplify US Equity PLUS Downside Convexity ETF

CIK 1535847 OMAHA, NE

Back to SPD Full portfolio

All Filings in SPD

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SPD	$48,734	1,340	-96.9%	Shares	Sole	2026-05-14
2025-12-31 SPD	$1,711,186	43,586	+43.0%	Shares	Sole	2026-01-26
2025-09-30 SPD	$1,204,383	30,483	+3528.9%	Shares	Sole	2025-10-15
2025-06-30 SPD	$31,933	840	+7.6%	Shares	Sole	2025-07-25
2025-03-31 SPD	$24,157	781	0.0%	Shares	Sole	2025-05-01
2024-12-31 SPD	$26,063	781	-11.5%	Shares	Sole	2025-02-04
2024-09-30 SPD	$29,520	882	-13.1%	Shares	Sole	2024-10-08
2024-06-30 SPD	$32,804	1,015	+0.6%	Shares	Sole	2024-07-10
2024-03-31 SPD	$31,369	1,009	-16.3%	Shares	Sole	2024-04-05
2023-12-31 SPD	$34,655	1,206	-31.1%	Shares	Sole	2024-02-01
2023-09-30 SPD	$45,911	1,751	-99.4%	Shares	Sole	2023-10-11
2023-06-30 SPD	$7,897,451	289,178	+16.6%	Shares	Sole	2023-08-03
2023-03-31 SPD	$6,342,816	247,960	+11.1%	Shares	Sole	2023-05-01
2022-12-31 SPD	$5,410,223	223,102	+28.0%	Shares	Sole	2023-02-01
2022-09-30 SPD	$4,610,499	174,310	+25.5%	Shares	Sole	2022-10-27
2022-06-30 SPD	$3,675,491	138,855	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.