Simplicity Wealth,LLC: GD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Wealth,LLC on GD, newest first. How the timeline and the estimate are built.
Simplicity Wealth,LLC held 17,930 GD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 17,930 sharesChange vs previous 13F +16,285 shares
0.21% of the 13F portfolio, value $6,351,534.
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 §4.2).
- period ended2026-03-3113F 1,645 sharesChange vs previous 13F +171 shares
0.03% of the 13F portfolio, value $564,684.
13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,474 sharesChange vs previous 13F +169 shares
0.03% of the 13F portfolio, value $496,236.
13F-HR 0001062993-26-000496 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,305 sharesChange vs previous 13F -551 shares
0.03% of the 13F portfolio, value $444,925.
13F-HR 0001062993-25-016389 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,856 sharesChange vs previous 13F +1,034 shares
0.02% of the 13F portfolio, value $541,146.
13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 822 sharesChange vs previous 13F +822 shares
0.02% of the 13F portfolio, value $223,983.
13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -782 shares
13F-HR 0001062993-25-001833 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 782 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $236,322.
13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).