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Disclosery

Simplicity Wealth,LLC: BSV position timeline

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

Simplicity Wealth,LLC held 7,577 BSV 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 7,577 shares
    Change vs previous 13F +1,239 shares

    0.02% of the 13F portfolio, value $590,336.

    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 6,338 shares
    Change vs previous 13F +1,568 shares

    0.03% of the 13F portfolio, value $496,961.

    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 4,770 shares
    Change vs previous 13F -11,471 shares

    0.02% of the 13F portfolio, value $375,938.

    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 16,241 shares
    Change vs previous 13F -3,327 shares

    0.07% of the 13F portfolio, value $1,281,578.

    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 19,568 shares
    Change vs previous 13F +7,388 shares

    0.06% of the 13F portfolio, value $1,540,002.

    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 12,180 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $953,450.

    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 12,180 shares
    Change vs previous 13F -2,345 shares

    0.2% of the 13F portfolio, value $941,149.

    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 14,525 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,142,972.

    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).