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Disclosery

Simplicity Wealth,LLC: DFAC position timeline

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

Simplicity Wealth,LLC held 487,697 DFAC 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 487,697 shares
    Change vs previous 13F +43,104 shares

    0.73% of the 13F portfolio, value $21,634,227.

    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 444,593 shares
    Change vs previous 13F -22,141 shares

    0.98% of the 13F portfolio, value $17,276,889.

    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 466,734 shares
    Change vs previous 13F -10,092 shares

    1.1% of the 13F portfolio, value $18,477,999.

    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 476,826 shares
    Change vs previous 13F -374,590 shares

    1.06% of the 13F portfolio, value $18,391,179.

    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 851,416 shares
    Change vs previous 13F +300,878 shares

    1.27% of the 13F portfolio, value $30,514,750.

    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 550,538 shares
    Change vs previous 13F +534,247 shares

    1.41% of the 13F portfolio, value $18,162,253.

    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 16,291 shares
    Change vs previous 13F -509,955 shares

    0.12% of the 13F portfolio, value $563,506.

    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 526,246 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $18,044,990.

    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).