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Disclosery

Simplicity Wealth,LLC: IJH position timeline

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

Simplicity Wealth,LLC held 16,365 IJH 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 16,365 shares
    Change vs previous 13F +12,037 shares

    0.04% of the 13F portfolio, value $1,261,899.

    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 4,328 shares
    Change vs previous 13F -1,442 shares

    0.02% of the 13F portfolio, value $292,270.

    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 5,770 shares
    Change vs previous 13F -19,250 shares

    0.02% of the 13F portfolio, value $380,831.

    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 25,020 shares
    Change vs previous 13F -4,682 shares

    0.09% of the 13F portfolio, value $1,632,818.

    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 29,702 shares
    Change vs previous 13F +4,433 shares

    0.08% of the 13F portfolio, value $1,842,074.

    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 25,269 shares
    Change vs previous 13F +4,439 shares

    0.11% of the 13F portfolio, value $1,474,467.

    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 20,830 shares
    Change vs previous 13F +10,899 shares

    0.27% of the 13F portfolio, value $1,297,917.

    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 9,931 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $618,900.

    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).