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Disclosery

Simplicity Wealth,LLC: IEF position timeline

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

Simplicity Wealth,LLC held 42,006 IEF 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 42,006 shares
    Change vs previous 13F +14,941 shares

    0.13% of the 13F portfolio, value $3,972,453.

    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 27,065 shares
    Change vs previous 13F +3,119 shares

    0.15% of the 13F portfolio, value $2,583,092.

    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 23,946 shares
    Change vs previous 13F +1,097 shares

    0.14% of the 13F portfolio, value $2,302,590.

    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 22,849 shares
    Change vs previous 13F -26,804 shares

    0.13% of the 13F portfolio, value $2,204,013.

    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 49,653 shares
    Change vs previous 13F +19,318 shares

    0.2% of the 13F portfolio, value $4,755,205.

    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 30,335 shares
    Change vs previous 13F +17,978 shares

    0.22% of the 13F portfolio, value $2,893,059.

    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 12,357 shares
    Change vs previous 13F -14,503 shares

    0.24% of the 13F portfolio, value $1,142,433.

    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 26,860 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,635,573.

    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).