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Disclosery

Simplicity Wealth,LLC: CL position timeline

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

Simplicity Wealth,LLC held 41,488 CL 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 41,488 shares
    Change vs previous 13F +24,182 shares

    0.13% of the 13F portfolio, value $3,803,610.

    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 17,306 shares
    Change vs previous 13F -927 shares

    0.08% of the 13F portfolio, value $1,474,979.

    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 18,233 shares
    Change vs previous 13F +4,730 shares

    0.09% of the 13F portfolio, value $1,440,787.

    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 13,503 shares
    Change vs previous 13F -17,031 shares

    0.06% of the 13F portfolio, value $1,079,393.

    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 30,534 shares
    Change vs previous 13F +15,470 shares

    0.12% of the 13F portfolio, value $2,775,492.

    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 15,064 shares
    Change vs previous 13F +12,009 shares

    0.11% of the 13F portfolio, value $1,411,455.

    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 3,055 shares
    Change vs previous 13F -12,592 shares

    0.06% of the 13F portfolio, value $277,687.

    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 15,647 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,624,269.

    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).