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Disclosery

Simplicity Wealth,LLC: EFA position timeline

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

Simplicity Wealth,LLC held 10,957 EFA 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 10,957 shares
    Change vs previous 13F +3,177 shares

    0.04% of the 13F portfolio, value $1,138,176.

    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 7,780 shares
    Change vs previous 13F +4,536 shares

    0.04% of the 13F portfolio, value $755,634.

    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 3,244 shares
    Change vs previous 13F -9,276 shares

    0.02% of the 13F portfolio, value $311,521.

    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 12,520 shares
    Change vs previous 13F -5,659 shares

    0.07% of the 13F portfolio, value $1,168,987.

    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 18,179 shares
    Change vs previous 13F +5,521 shares

    0.07% of the 13F portfolio, value $1,625,001.

    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 12,658 shares
    Change vs previous 13F -6,585 shares

    0.08% of the 13F portfolio, value $1,034,549.

    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 19,243 shares
    Change vs previous 13F -51,819 shares

    0.3% of the 13F portfolio, value $1,454,986.

    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 71,062 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,942,941.

    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).