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Disclosery

Simplicity Wealth,LLC: BNY position timeline

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

Simplicity Wealth,LLC held 7,263 BNY 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 7,263 shares
    Change vs previous 13F +479 shares

    0.04% of the 13F portfolio, value $1,050,355.

    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 6,784 shares
    Change vs previous 13F +154 shares

    0.05% of the 13F portfolio, value $804,843.

    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 6,630 shares
    Change vs previous 13F -2,516 shares

    0.05% of the 13F portfolio, value $769,632.

    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 9,146 shares
    Change vs previous 13F -5,005 shares

    0.06% of the 13F portfolio, value $996,598.

    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 14,151 shares
    Change vs previous 13F +9,589 shares

    0.05% of the 13F portfolio, value $1,289,296.

    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 4,562 shares
    Change vs previous 13F +285 shares

    0.03% of the 13F portfolio, value $382,615.

    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 4,277 shares
    Change vs previous 13F +757 shares

    0.07% of the 13F portfolio, value $328,602.

    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 3,520 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $252,947.

    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).