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Disclosery

Simplicity Wealth,LLC: IJR position timeline

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

Simplicity Wealth,LLC held 46,759 IJR 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 46,759 shares
    Change vs previous 13F +10,602 shares

    0.23% of the 13F portfolio, value $6,934,920.

    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 36,157 shares
    Change vs previous 13F -988 shares

    0.25% of the 13F portfolio, value $4,494,681.

    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 37,145 shares
    Change vs previous 13F -3,128 shares

    0.27% of the 13F portfolio, value $4,464,079.

    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 40,273 shares
    Change vs previous 13F -8,714 shares

    0.28% of the 13F portfolio, value $4,785,660.

    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 48,987 shares
    Change vs previous 13F -1,382 shares

    0.22% of the 13F portfolio, value $5,353,775.

    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 50,369 shares
    Change vs previous 13F +4,243 shares

    0.41% of the 13F portfolio, value $5,267,109.

    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 46,126 shares
    Change vs previous 13F -3,419 shares

    1.11% of the 13F portfolio, value $5,314,631.

    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 49,545 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,794,756.

    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).