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Disclosery

Simplicity Wealth,LLC: EMB position timeline

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

Simplicity Wealth,LLC held 14,178 EMB 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 14,178 shares
    Change vs previous 13F -1,832 shares

    0.05% of the 13F portfolio, value $1,367,320.

    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 16,010 shares
    Change vs previous 13F -7,852 shares

    0.09% of the 13F portfolio, value $1,503,816.

    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 23,862 shares
    Change vs previous 13F +1,507 shares

    0.14% of the 13F portfolio, value $2,297,475.

    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 22,355 shares
    Change vs previous 13F -11,833 shares

    0.12% of the 13F portfolio, value $2,127,952.

    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 34,188 shares
    Change vs previous 13F +15,819 shares

    0.13% of the 13F portfolio, value $3,166,425.

    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 18,369 shares
    Change vs previous 13F +8,872 shares

    0.13% of the 13F portfolio, value $1,664,052.

    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 9,497 shares
    Change vs previous 13F -7,733 shares

    0.18% of the 13F portfolio, value $845,616.

    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 17,230 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,612,401.

    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).