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Disclosery

Simplicity Wealth,LLC: BND position timeline

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

Simplicity Wealth,LLC held 18,131 BND 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 18,131 shares
    Change vs previous 13F -51,499 shares

    0.04% of the 13F portfolio, value $1,330,976.

    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 69,630 shares
    Change vs previous 13F +11,322 shares

    0.29% of the 13F portfolio, value $5,127,545.

    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 58,308 shares
    Change vs previous 13F +11,269 shares

    0.26% of the 13F portfolio, value $4,318,884.

    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 47,039 shares
    Change vs previous 13F -10,004 shares

    0.2% of the 13F portfolio, value $3,498,291.

    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 57,043 shares
    Change vs previous 13F +38,793 shares

    0.17% of the 13F portfolio, value $4,200,076.

    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 18,250 shares
    Change vs previous 13F +13,060 shares

    0.1% of the 13F portfolio, value $1,340,449.

    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 5,190 shares
    Change vs previous 13F -3,548 shares

    0.08% of the 13F portfolio, value $373,213.

    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 8,738 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $656,299.

    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).