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Disclosery

Simplicity Wealth,LLC: BAI position timeline

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

Simplicity Wealth,LLC held 102,669 BAI 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 102,669 shares
    Change vs previous 13F -1,403 shares

    0.18% of the 13F portfolio, value $5,412,708.

    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 104,072 shares
    Change vs previous 13F +19,738 shares

    0.19% of the 13F portfolio, value $3,429,162.

    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 84,334 shares
    Change vs previous 13F +13,811 shares

    0.17% of the 13F portfolio, value $2,808,321.

    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 70,523 shares
    Change vs previous 13F +15,371 shares

    0.14% of the 13F portfolio, value $2,409,071.

    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 55,152 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,591,144.

    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).