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Disclosery

Simplicity Wealth,LLC: DFUS position timeline

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

Simplicity Wealth,LLC held 15,633 DFUS 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 15,633 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $1,280,968.

    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 15,677 shares
    Change vs previous 13F +113 shares

    0.06% of the 13F portfolio, value $1,111,656.

    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 15,564 shares
    Change vs previous 13F -4,724 shares

    0.07% of the 13F portfolio, value $1,154,382.

    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 20,288 shares
    Change vs previous 13F -18,708 shares

    0.09% of the 13F portfolio, value $1,469,663.

    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 38,996 shares
    Change vs previous 13F +11,431 shares

    0.11% of the 13F portfolio, value $2,613,515.

    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 27,565 shares
    Change vs previous 13F +23,509 shares

    0.13% of the 13F portfolio, value $1,667,115.

    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 4,056 shares
    Change vs previous 13F -26,220 shares

    0.05% of the 13F portfolio, value $258,570.

    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 30,276 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,883,149.

    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).