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Disclosery

Simplicity Wealth,LLC: EXPD position timeline

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

Simplicity Wealth,LLC held 3,822 EXPD 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 3,822 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $622,910.

    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 3,873 shares
    Change vs previous 13F +163 shares

    0.03% of the 13F portfolio, value $554,730.

    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 3,710 shares
    Change vs previous 13F -408 shares

    0.03% of the 13F portfolio, value $552,827.

    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 4,118 shares
    Change vs previous 13F -3,946 shares

    0.03% of the 13F portfolio, value $504,826.

    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 8,064 shares
    Change vs previous 13F +1,767 shares

    0.04% of the 13F portfolio, value $921,312.

    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 6,297 shares
    Change vs previous 13F +3,732 shares

    0.06% of the 13F portfolio, value $757,235.

    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 2,565 shares
    Change vs previous 13F -4,407 shares

    0.06% of the 13F portfolio, value $284,125.

    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 6,972 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $916,121.

    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).