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Disclosery

Simplicity Wealth,LLC: FBND position timeline

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

Simplicity Wealth,LLC held 94,429 FBND 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 94,429 shares
    Change vs previous 13F +15,496 shares

    0.14% of the 13F portfolio, value $4,295,553.

    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 78,933 shares
    Change vs previous 13F +16,130 shares

    0.2% of the 13F portfolio, value $3,600,922.

    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 62,803 shares
    Change vs previous 13F +18,861 shares

    0.17% of the 13F portfolio, value $2,891,453.

    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 43,942 shares
    Change vs previous 13F -10,500 shares

    0.12% of the 13F portfolio, value $2,031,878.

    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 54,442 shares
    Change vs previous 13F +43,904 shares

    0.1% of the 13F portfolio, value $2,490,722.

    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 10,538 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $481,060.

    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).