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Disclosery

Simplicity Wealth,LLC: ABT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Wealth,LLC on ABT, newest first. How the timeline and the estimate are built.

Simplicity Wealth,LLC held 26,908 ABT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,908 shares
    Change vs previous 13F +1,852 shares

    0.08% of the 13F portfolio, value $2,441,660.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,056 shares
    Change vs previous 13F +6,608 shares

    0.15% of the 13F portfolio, value $2,572,463.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,448 shares
    Change vs previous 13F +1,896 shares

    0.14% of the 13F portfolio, value $2,311,302.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,552 shares
    Change vs previous 13F -15,674 shares

    0.13% of the 13F portfolio, value $2,217,029.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,226 shares
    Change vs previous 13F +14,468 shares

    0.18% of the 13F portfolio, value $4,382,972.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,758 shares
    Change vs previous 13F +9,506 shares

    0.18% of the 13F portfolio, value $2,355,700.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,252 shares
    Change vs previous 13F -4,380 shares

    0.19% of the 13F portfolio, value $933,435.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,632 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,440,169.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).