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Disclosery

Simplicity Wealth,LLC: DFSD position timeline

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

Simplicity Wealth,LLC held 116,407 DFSD 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 116,407 shares
    Change vs previous 13F +8,146 shares

    0.19% of the 13F portfolio, value $5,558,456.

    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 108,261 shares
    Change vs previous 13F +21,798 shares

    0.29% of the 13F portfolio, value $5,183,557.

    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 86,463 shares
    Change vs previous 13F -33,267 shares

    0.25% of the 13F portfolio, value $4,145,901.

    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 119,730 shares
    Change vs previous 13F +108,181 shares

    0.33% of the 13F portfolio, value $5,769,788.

    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 11,549 shares
    Change vs previous 13F -104,748 shares

    0.02% of the 13F portfolio, value $554,467.

    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 116,297 shares
    Change vs previous 13F +92,034 shares

    0.43% of the 13F portfolio, value $5,526,433.

    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 24,263 shares
    Change vs previous 13F -722 shares

    0.24% of the 13F portfolio, value $1,137,449.

    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 24,985 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,192,784.

    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).