Simplicity Wealth,LLC: FDLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Wealth,LLC on FDLS, newest first. How the timeline and the estimate are built.
Simplicity Wealth,LLC held 23,068 FDLS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 23,068 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $975,099.
13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec ยง4.2).