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Disclosery

Simplicity Wealth,LLC: HLN position timeline

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

Simplicity Wealth,LLC held 29,452 HLN 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 29,452 shares
    Change vs previous 13F -1,071 shares

    0.01% of the 13F portfolio, value $274,792.

    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 30,523 shares
    Change vs previous 13F -13,608 shares

    0.02% of the 13F portfolio, value $305,533.

    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 44,131 shares
    Change vs previous 13F +1,267 shares

    0.03% of the 13F portfolio, value $446,162.

    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 42,864 shares
    Change vs previous 13F +918 shares

    0.02% of the 13F portfolio, value $384,488.

    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 41,946 shares
    Change vs previous 13F +26,464 shares

    0.02% of the 13F portfolio, value $434,983.

    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 15,482 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $159,312.

    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 14,347 shares
    Change vs previous 13F -1,630 shares

    0.03% of the 13F portfolio, value $136,872.

    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 15,977 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $169,039.

    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).