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Disclosery

Simplicity Wealth,LLC: AVES position timeline

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

Simplicity Wealth,LLC held 74,237 AVES 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 74,237 shares
    Change vs previous 13F +2,604 shares

    0.16% of the 13F portfolio, value $4,869,967.

    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 71,633 shares
    Change vs previous 13F -665 shares

    0.24% of the 13F portfolio, value $4,296,528.

    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 72,298 shares
    Change vs previous 13F +3,830 shares

    0.25% of the 13F portfolio, value $4,215,691.

    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 68,468 shares
    Change vs previous 13F -69,172 shares

    0.23% of the 13F portfolio, value $3,928,026.

    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 137,640 shares
    Change vs previous 13F +73,062 shares

    0.31% of the 13F portfolio, value $7,369,962.

    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 64,578 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,045,498.

    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).