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Disclosery

Simplicity Wealth,LLC: ADSK position timeline

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

Simplicity Wealth,LLC held 1,265 ADSK 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 1,265 shares
    Change vs previous 13F -816 shares

    0.01% of the 13F portfolio, value $245,941.

    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 2,081 shares
    Change vs previous 13F +299 shares

    0.03% of the 13F portfolio, value $498,077.

    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 1,782 shares
    Change vs previous 13F -1,319 shares

    0.03% of the 13F portfolio, value $527,348.

    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 3,101 shares
    Change vs previous 13F -1,198 shares

    0.06% of the 13F portfolio, value $984,942.

    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 4,299 shares
    Change vs previous 13F +3,310 shares

    0.06% of the 13F portfolio, value $1,330,545.

    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 989 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $258,920.

    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 1,071 shares
    Change vs previous 13F +30 shares

    0.07% of the 13F portfolio, value $316,555.

    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 1,041 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $286,775.

    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).