Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001725888-25-000001
Filing Date
2025-07-24
Accepted
2025-07-24 17:00:08
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-24

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1921
2 simplyrich13fexport06302025.html INFORMATION TABLE  
2 simplyrich13fexport06302025.xml INFORMATION TABLE 116107
  Complete submission text file 0001725888-25-000001.txt   119214
Mailing Address 2601 JEFFERSON STREET #407 CARLSBAD CA 92008
Business Address 2601 JEFFERSON STREET #407 CARLSBAD CA 92008 866-589-0430
Lester Murray Antman dba SimplyRich (Filer) CIK: 0001725888 (see all company filings)

EIN.: 000000000 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-18236 | Film No.: 251147734