Skip to content
Disclosery

Simplicity Wealth,LLC: COST position timeline

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

Simplicity Wealth,LLC held 24,449 COST 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 24,449 shares
    Change vs previous 13F +15,117 shares

    0.77% of the 13F portfolio, value $22,871,272.

    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 9,332 shares
    Change vs previous 13F -1,320 shares

    0.53% of the 13F portfolio, value $9,298,340.

    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 10,652 shares
    Change vs previous 13F +1,270 shares

    0.55% of the 13F portfolio, value $9,185,717.

    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 9,382 shares
    Change vs previous 13F -8,103 shares

    0.5% of the 13F portfolio, value $8,684,473.

    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 17,485 shares
    Change vs previous 13F +13,868 shares

    0.72% of the 13F portfolio, value $17,308,948.

    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 3,617 shares
    Change vs previous 13F +2,591 shares

    0.27% of the 13F portfolio, value $3,420,924.

    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 1,026 shares
    Change vs previous 13F -410 shares

    0.2% of the 13F portfolio, value $939,706.

    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 1,436 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,273,814.

    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).