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Disclosery

Simplicity Wealth,LLC: IDEV position timeline

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

Simplicity Wealth,LLC held 97,096 IDEV 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 97,096 shares
    Change vs previous 13F -5,451 shares

    0.29% of the 13F portfolio, value $8,642,565.

    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 102,547 shares
    Change vs previous 13F -1,432 shares

    0.49% of the 13F portfolio, value $8,569,860.

    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 103,979 shares
    Change vs previous 13F -4,266 shares

    0.51% of the 13F portfolio, value $8,576,219.

    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 108,245 shares
    Change vs previous 13F -13,950 shares

    0.5% of the 13F portfolio, value $8,678,026.

    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 122,195 shares
    Change vs previous 13F +7,388 shares

    0.39% of the 13F portfolio, value $9,291,664.

    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 114,807 shares
    Change vs previous 13F +18,352 shares

    0.61% of the 13F portfolio, value $7,909,008.

    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).

  7. period ended2024-12-31
    13F 96,455 shares
    Change vs previous 13F -5,703 shares

    1.3% of the 13F portfolio, value $6,218,430.

    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 102,158 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,235,878.

    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).