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Disclosery

Simplicity Wealth,LLC: DBMF position timeline

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

Simplicity Wealth,LLC held 54,104 DBMF 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 54,104 shares
    Change vs previous 13F +21,931 shares

    0.06% of the 13F portfolio, value $1,656,138.

    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 32,173 shares
    Change vs previous 13F +1,435 shares

    0.05% of the 13F portfolio, value $970,019.

    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 30,738 shares
    Change vs previous 13F +8,780 shares

    0.05% of the 13F portfolio, value $862,499.

    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 21,958 shares
    Change vs previous 13F -6,966 shares

    0.03% of the 13F portfolio, value $599,668.

    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 28,924 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $744,214.

    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).