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Disclosery

Simplicity Wealth,LLC: IAGG position timeline

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

Simplicity Wealth,LLC held 12,323 IAGG 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 12,323 shares
    Change vs previous 13F -42,095 shares

    0.02% of the 13F portfolio, value $623,539.

    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 54,418 shares
    Change vs previous 13F +4,846 shares

    0.15% of the 13F portfolio, value $2,723,073.

    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 49,572 shares
    Change vs previous 13F +2,927 shares

    0.15% of the 13F portfolio, value $2,479,101.

    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 46,645 shares
    Change vs previous 13F -41,767 shares

    0.14% of the 13F portfolio, value $2,389,623.

    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 88,412 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,516,970.

    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).