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Disclosery

Simplicity Wealth,LLC: HOOD position timeline

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

Simplicity Wealth,LLC held 9,950 HOOD 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 9,950 shares
    Change vs previous 13F -4,555 shares

    0.03% of the 13F portfolio, value $997,786.

    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 14,505 shares
    Change vs previous 13F -1,588 shares

    0.06% of the 13F portfolio, value $1,005,197.

    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 16,093 shares
    Change vs previous 13F -2,284 shares

    0.11% of the 13F portfolio, value $1,820,118.

    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 18,377 shares
    Change vs previous 13F +11,829 shares

    0.15% of the 13F portfolio, value $2,631,219.

    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 6,548 shares
    Change vs previous 13F -47,246 shares

    0.03% of the 13F portfolio, value $613,090.

    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 53,794 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,238,906.

    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).