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Disclosery

Simplicity Wealth,LLC: FNDE position timeline

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

Simplicity Wealth,LLC held 134,185 FNDE 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 134,185 shares
    Change vs previous 13F -7,752 shares

    0.18% of the 13F portfolio, value $5,324,446.

    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 141,937 shares
    Change vs previous 13F +8,658 shares

    0.31% of the 13F portfolio, value $5,430,503.

    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 133,279 shares
    Change vs previous 13F +8,507 shares

    0.29% of the 13F portfolio, value $4,806,034.

    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 124,772 shares
    Change vs previous 13F -8,434 shares

    0.26% of the 13F portfolio, value $4,511,756.

    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 133,206 shares
    Change vs previous 13F +126,505 shares

    0.18% of the 13F portfolio, value $4,397,152.

    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 6,701 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $206,391.

    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).