Skip to content
Disclosery

Simplicity Wealth,LLC: EFV position timeline

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

Simplicity Wealth,LLC held 125,349 EFV 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 125,349 shares
    Change vs previous 13F -40,250 shares

    0.32% of the 13F portfolio, value $9,595,424.

    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 165,599 shares
    Change vs previous 13F +5,988 shares

    0.7% of the 13F portfolio, value $12,312,220.

    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 159,611 shares
    Change vs previous 13F +12,866 shares

    0.68% of the 13F portfolio, value $11,397,816.

    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 146,745 shares
    Change vs previous 13F -170,132 shares

    0.58% of the 13F portfolio, value $9,953,685.

    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 316,877 shares
    Change vs previous 13F +171,110 shares

    0.84% of the 13F portfolio, value $20,115,330.

    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 145,767 shares
    Change vs previous 13F +139,394 shares

    0.67% of the 13F portfolio, value $8,591,514.

    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 6,373 shares
    Change vs previous 13F -147,572 shares

    0.07% of the 13F portfolio, value $334,391.

    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 153,945 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,856,431.

    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).