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Disclosery

Simplicity Wealth,LLC: GIS position timeline

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

Simplicity Wealth,LLC held 14,908 GIS 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 14,908 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $518,806.

    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 15,022 shares
    Change vs previous 13F -7,165 shares

    0.03% of the 13F portfolio, value $559,122.

    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 22,187 shares
    Change vs previous 13F -9,970 shares

    0.06% of the 13F portfolio, value $1,031,699.

    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 32,157 shares
    Change vs previous 13F -12,561 shares

    0.09% of the 13F portfolio, value $1,621,368.

    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 44,718 shares
    Change vs previous 13F +19,913 shares

    0.1% of the 13F portfolio, value $2,316,856.

    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 24,805 shares
    Change vs previous 13F +7,627 shares

    0.12% of the 13F portfolio, value $1,483,111.

    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 17,178 shares
    Change vs previous 13F -8,139 shares

    0.23% of the 13F portfolio, value $1,095,423.

    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 25,317 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,869,650.

    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).