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Disclosery

Simplicity Wealth,LLC: IEMG position timeline

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

Simplicity Wealth,LLC held 244,727 IEMG 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 244,727 shares
    Change vs previous 13F -18,955 shares

    0.68% of the 13F portfolio, value $20,273,201.

    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 263,682 shares
    Change vs previous 13F +7,156 shares

    1.04% of the 13F portfolio, value $18,391,808.

    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 256,526 shares
    Change vs previous 13F -68,184 shares

    1.03% of the 13F portfolio, value $17,243,715.

    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 324,710 shares
    Change vs previous 13F -75,057 shares

    1.24% of the 13F portfolio, value $21,404,888.

    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 399,767 shares
    Change vs previous 13F +173,094 shares

    1% of the 13F portfolio, value $23,998,039.

    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 226,673 shares
    Change vs previous 13F +128,612 shares

    0.95% of the 13F portfolio, value $12,233,520.

    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 98,061 shares
    Change vs previous 13F -41,567 shares

    1.07% of the 13F portfolio, value $5,120,749.

    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 139,628 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $8,016,008.

    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).