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Disclosery

Simplicity Wealth,LLC: DFCF position timeline

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

Simplicity Wealth,LLC held 86,568 DFCF 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 86,568 shares
    Change vs previous 13F +2,683 shares

    0.12% of the 13F portfolio, value $3,654,021.

    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 83,885 shares
    Change vs previous 13F -544 shares

    0.2% of the 13F portfolio, value $3,541,617.

    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 84,429 shares
    Change vs previous 13F -42,417 shares

    0.21% of the 13F portfolio, value $3,593,298.

    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 126,846 shares
    Change vs previous 13F +112,767 shares

    0.31% of the 13F portfolio, value $5,423,935.

    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 14,079 shares
    Change vs previous 13F -109,306 shares

    0.02% of the 13F portfolio, value $594,979.

    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 123,385 shares
    Change vs previous 13F +96,113 shares

    0.4% of the 13F portfolio, value $5,189,573.

    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 27,272 shares
    Change vs previous 13F -492 shares

    0.23% of the 13F portfolio, value $1,125,515.

    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 27,764 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,199,135.

    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).