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Disclosery

Simplicity Wealth,LLC: EFG position timeline

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

Simplicity Wealth,LLC held 86,566 EFG 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 86,566 shares
    Change vs previous 13F +6,936 shares

    0.36% of the 13F portfolio, value $10,770,610.

    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 79,630 shares
    Change vs previous 13F +25,186 shares

    0.5% of the 13F portfolio, value $8,868,414.

    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 54,444 shares
    Change vs previous 13F +5,896 shares

    0.37% of the 13F portfolio, value $6,202,325.

    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 48,548 shares
    Change vs previous 13F -77,316 shares

    0.32% of the 13F portfolio, value $5,528,656.

    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 125,864 shares
    Change vs previous 13F +59,157 shares

    0.59% of the 13F portfolio, value $14,096,834.

    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 66,707 shares
    Change vs previous 13F +62,835 shares

    0.52% of the 13F portfolio, value $6,670,666.

    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 3,872 shares
    Change vs previous 13F -76,036 shares

    0.08% of the 13F portfolio, value $374,926.

    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 79,908 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,602,128.

    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).