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Disclosery

Simplicity Wealth,LLC: IBTO position timeline

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

Simplicity Wealth,LLC held 20,977 IBTO 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 20,977 shares
    Change vs previous 13F +3,750 shares

    0.02% of the 13F portfolio, value $506,216.

    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 17,227 shares
    Change vs previous 13F -185 shares

    0.02% of the 13F portfolio, value $420,153.

    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 17,412 shares
    Change vs previous 13F +693 shares

    0.03% of the 13F portfolio, value $427,540.

    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 16,719 shares
    Change vs previous 13F -17,601 shares

    0.02% of the 13F portfolio, value $412,128.

    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 34,320 shares
    Change vs previous 13F +18,500 shares

    0.04% of the 13F portfolio, value $841,162.

    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 15,820 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $386,008.

    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).