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Disclosery

Simplicity Wealth,LLC: IEFA position timeline

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

Simplicity Wealth,LLC held 20,798 IEFA 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 20,798 shares
    Change vs previous 13F -2,620 shares

    0.07% of the 13F portfolio, value $2,008,688.

    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 23,418 shares
    Change vs previous 13F +2,786 shares

    0.12% of the 13F portfolio, value $2,119,995.

    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 20,632 shares
    Change vs previous 13F -22,192 shares

    0.11% of the 13F portfolio, value $1,845,703.

    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 42,824 shares
    Change vs previous 13F +3,534 shares

    0.22% of the 13F portfolio, value $3,738,965.

    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 39,290 shares
    Change vs previous 13F -177 shares

    0.14% of the 13F portfolio, value $3,279,846.

    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 39,467 shares
    Change vs previous 13F +10,848 shares

    0.23% of the 13F portfolio, value $2,985,737.

    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 28,619 shares
    Change vs previous 13F +1,019 shares

    0.42% of the 13F portfolio, value $2,011,312.

    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 27,600 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,154,162.

    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).