Skip to content
Disclosery

Simplicity Wealth,LLC: FTSM position timeline

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

Simplicity Wealth,LLC held 119,626 FTSM 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 119,626 shares
    Change vs previous 13F -6,580 shares

    0.24% of the 13F portfolio, value $7,145,238.

    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 126,206 shares
    Change vs previous 13F -13,538 shares

    0.43% of the 13F portfolio, value $7,544,598.

    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 139,744 shares
    Change vs previous 13F -4,329 shares

    0.5% of the 13F portfolio, value $8,374,852.

    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 144,073 shares
    Change vs previous 13F -143,921 shares

    0.5% of the 13F portfolio, value $8,631,376.

    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 287,994 shares
    Change vs previous 13F +107,737 shares

    0.72% of the 13F portfolio, value $17,242,152.

    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 180,257 shares
    Change vs previous 13F +173,362 shares

    0.84% of the 13F portfolio, value $10,786,564.

    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 6,895 shares
    Change vs previous 13F -218,740 shares

    0.09% of the 13F portfolio, value $412,085.

    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 225,635 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $13,508,719.

    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).