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Disclosery

Simplicity Wealth,LLC: IBTH position timeline

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

Simplicity Wealth,LLC held 36,175 IBTH 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 36,175 shares
    Change vs previous 13F +10,722 shares

    0.03% of the 13F portfolio, value $809,235.

    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 25,453 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $570,917.

    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 25,473 shares
    Change vs previous 13F +686 shares

    0.03% of the 13F portfolio, value $572,386.

    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 24,787 shares
    Change vs previous 13F -23,985 shares

    0.03% of the 13F portfolio, value $558,209.

    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 48,772 shares
    Change vs previous 13F +26,130 shares

    0.05% of the 13F portfolio, value $1,096,898.

    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 22,642 shares
    Change vs previous 13F +22,642 shares

    0.04% of the 13F portfolio, value $507,626.

    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 0 shares
    Change vs previous 13F -21,539 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 21,539 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $487,531.

    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).