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Disclosery

Simplicity Wealth,LLC: F position timeline

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

Simplicity Wealth,LLC held 41,805 F 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 41,805 shares
    Change vs previous 13F +5,900 shares

    0.02% of the 13F portfolio, value $581,085.

    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 35,905 shares
    Change vs previous 13F -1,753 shares

    0.02% of the 13F portfolio, value $414,347.

    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 37,658 shares
    Change vs previous 13F +605 shares

    0.03% of the 13F portfolio, value $494,071.

    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 37,053 shares
    Change vs previous 13F +16,724 shares

    0.03% of the 13F portfolio, value $443,152.

    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 20,329 shares
    Change vs previous 13F -10,293 shares

    0.01% of the 13F portfolio, value $220,570.

    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 30,622 shares
    Change vs previous 13F +11,409 shares

    0.02% of the 13F portfolio, value $307,144.

    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 19,213 shares
    Change vs previous 13F -12,555 shares

    0.04% of the 13F portfolio, value $190,209.

    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 31,768 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $335,470.

    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).