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Disclosery

Simplicity Wealth,LLC: CERY position timeline

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

Simplicity Wealth,LLC held 46,512 CERY 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 46,512 shares
    Change vs previous 13F +1,390 shares

    0.05% of the 13F portfolio, value $1,554,883.

    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 45,122 shares
    Change vs previous 13F +6,768 shares

    0.09% of the 13F portfolio, value $1,590,112.

    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 38,354 shares
    Change vs previous 13F +5,534 shares

    0.07% of the 13F portfolio, value $1,095,020.

    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 32,820 shares
    Change vs previous 13F -19,054 shares

    0.05% of the 13F portfolio, value $940,293.

    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 51,874 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,412,530.

    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).