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Disclosery

Simplicity Wealth,LLC: IBIT position timeline

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

Simplicity Wealth,LLC held 34,397 IBIT 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 34,397 shares
    Change vs previous 13F -30,794 shares

    0.04% of the 13F portfolio, value $1,145,076.

    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 65,191 shares
    Change vs previous 13F -4,081 shares

    0.14% of the 13F portfolio, value $2,504,638.

    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 69,272 shares
    Change vs previous 13F -18,093 shares

    0.21% of the 13F portfolio, value $3,439,355.

    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 87,365 shares
    Change vs previous 13F +35,285 shares

    0.33% of the 13F portfolio, value $5,678,725.

    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 52,080 shares
    Change vs previous 13F -44,272 shares

    0.13% of the 13F portfolio, value $3,187,816.

    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 96,352 shares
    Change vs previous 13F +92,146 shares

    0.35% of the 13F portfolio, value $4,510,238.

    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 4,206 shares
    Change vs previous 13F -15,449 shares

    0.05% of the 13F portfolio, value $223,128.

    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 19,655 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $710,135.

    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).