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Disclosery

Simplicity Wealth,LLC: FBK position timeline

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

Simplicity Wealth,LLC held 11,112 FBK 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 11,112 shares
    Change vs previous 13F -5,085 shares

    0.02% of the 13F portfolio, value $615,027.

    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 16,197 shares
    Change vs previous 13F +190 shares

    0.05% of the 13F portfolio, value $841,283.

    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 16,007 shares
    Change vs previous 13F +1,650 shares

    0.05% of the 13F portfolio, value $893,164.

    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 14,357 shares
    Change vs previous 13F +1,242 shares

    0.05% of the 13F portfolio, value $800,235.

    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 13,115 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $594,125.

    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 13,122 shares
    Change vs previous 13F -55 shares

    0.05% of the 13F portfolio, value $608,320.

    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 13,177 shares
    Change vs previous 13F +4,912 shares

    0.14% of the 13F portfolio, value $678,749.

    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 8,265 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $387,854.

    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).