Skip to content
Disclosery

Simplicity Wealth,LLC: AGEM position timeline

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

Simplicity Wealth,LLC held 170,066 AGEM 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 170,066 shares
    Change vs previous 13F -13,127 shares

    0.28% of the 13F portfolio, value $8,397,855.

    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 183,193 shares
    Change vs previous 13F -2,809 shares

    0.42% of the 13F portfolio, value $7,431,040.

    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 186,002 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,139,701.

    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).