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Disclosery

Simplicity Wealth,LLC: ADP position timeline

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

Simplicity Wealth,LLC held 8,206 ADP 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 8,206 shares
    Change vs previous 13F +841 shares

    0.06% of the 13F portfolio, value $1,837,737.

    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 7,365 shares
    Change vs previous 13F +769 shares

    0.08% of the 13F portfolio, value $1,496,436.

    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 6,596 shares
    Change vs previous 13F +513 shares

    0.1% of the 13F portfolio, value $1,696,699.

    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 6,083 shares
    Change vs previous 13F -3,752 shares

    0.1% of the 13F portfolio, value $1,785,233.

    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 9,835 shares
    Change vs previous 13F +704 shares

    0.13% of the 13F portfolio, value $3,033,318.

    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 9,131 shares
    Change vs previous 13F +5,497 shares

    0.22% of the 13F portfolio, value $2,789,855.

    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 3,634 shares
    Change vs previous 13F -4,033 shares

    0.22% of the 13F portfolio, value $1,063,751.

    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 7,667 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,121,804.

    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).