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Disclosery

Simplicity Wealth,LLC: BILS position timeline

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

Simplicity Wealth,LLC held 7,864 BILS 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 7,864 shares
    Change vs previous 13F -11,680 shares

    0.03% of the 13F portfolio, value $781,482.

    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 19,544 shares
    Change vs previous 13F +12,135 shares

    0.11% of the 13F portfolio, value $1,943,436.

    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 7,409 shares
    Change vs previous 13F +4,562 shares

    0.04% of the 13F portfolio, value $735,121.

    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 2,847 shares
    Change vs previous 13F -1,636 shares

    0.02% of the 13F portfolio, value $283,333.

    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 4,483 shares
    Change vs previous 13F -5,745 shares

    0.02% of the 13F portfolio, value $445,745.

    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 10,228 shares
    Change vs previous 13F +7,853 shares

    0.08% of the 13F portfolio, value $1,017,584.

    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 2,375 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $235,481.

    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).