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Disclosery

Simplicity Wealth,LLC: DDWM position timeline

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

Simplicity Wealth,LLC held 105,357 DDWM 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 105,357 shares
    Change vs previous 13F +17,271 shares

    0.16% of the 13F portfolio, value $4,865,386.

    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 88,086 shares
    Change vs previous 13F +7,837 shares

    0.22% of the 13F portfolio, value $3,885,473.

    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 80,249 shares
    Change vs previous 13F +10,113 shares

    0.21% of the 13F portfolio, value $3,494,041.

    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 70,136 shares
    Change vs previous 13F +11,846 shares

    0.17% of the 13F portfolio, value $2,931,685.

    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 58,290 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,311,782.

    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).