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Disclosery

Simplicity Wealth,LLC: GOVT position timeline

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

Simplicity Wealth,LLC held 287,718 GOVT 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 287,718 shares
    Change vs previous 13F +47,603 shares

    0.22% of the 13F portfolio, value $6,554,220.

    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 240,115 shares
    Change vs previous 13F +172,561 shares

    0.31% of the 13F portfolio, value $5,501,045.

    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 67,554 shares
    Change vs previous 13F +5,270 shares

    0.09% of the 13F portfolio, value $1,555,433.

    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 62,284 shares
    Change vs previous 13F -53,386 shares

    0.08% of the 13F portfolio, value $1,440,012.

    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 115,670 shares
    Change vs previous 13F +67,762 shares

    0.11% of the 13F portfolio, value $2,658,074.

    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 47,908 shares
    Change vs previous 13F +30,197 shares

    0.09% of the 13F portfolio, value $1,101,171.

    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 17,711 shares
    Change vs previous 13F -83,464 shares

    0.08% of the 13F portfolio, value $406,990.

    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 101,175 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,372,545.

    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).