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Disclosery

Simplicity Wealth,LLC: BA position timeline

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

Simplicity Wealth,LLC held 10,623 BA 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 10,623 shares
    Change vs previous 13F +974 shares

    0.08% of the 13F portfolio, value $2,299,472.

    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 9,649 shares
    Change vs previous 13F +918 shares

    0.11% of the 13F portfolio, value $1,920,441.

    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 8,731 shares
    Change vs previous 13F -1,439 shares

    0.11% of the 13F portfolio, value $1,895,675.

    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 10,170 shares
    Change vs previous 13F -2,484 shares

    0.13% of the 13F portfolio, value $2,194,992.

    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 12,654 shares
    Change vs previous 13F +5,297 shares

    0.11% of the 13F portfolio, value $2,651,393.

    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 7,357 shares
    Change vs previous 13F +3,670 shares

    0.1% of the 13F portfolio, value $1,254,791.

    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 3,687 shares
    Change vs previous 13F -2,994 shares

    0.14% of the 13F portfolio, value $652,599.

    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 6,681 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,015,780.

    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).