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Disclosery

Simplicity Wealth,LLC: HD position timeline

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

Simplicity Wealth,LLC held 18,345 HD 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 18,345 shares
    Change vs previous 13F +1,698 shares

    0.22% of the 13F portfolio, value $6,469,983.

    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 16,647 shares
    Change vs previous 13F +1,629 shares

    0.31% of the 13F portfolio, value $5,475,104.

    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 15,018 shares
    Change vs previous 13F +912 shares

    0.31% of the 13F portfolio, value $5,167,668.

    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 14,106 shares
    Change vs previous 13F -8,993 shares

    0.33% of the 13F portfolio, value $5,715,911.

    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 23,099 shares
    Change vs previous 13F +10,581 shares

    0.35% of the 13F portfolio, value $8,468,869.

    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 12,518 shares
    Change vs previous 13F +8,571 shares

    0.36% of the 13F portfolio, value $4,587,706.

    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 3,947 shares
    Change vs previous 13F -5,418 shares

    0.32% of the 13F portfolio, value $1,535,197.

    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 9,365 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,794,435.

    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).