Simplicity Wealth,LLC: INSW position timeline

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

Simplicity Wealth,LLC held 2,869 INSW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 2,869 shares
Change vs previous 13F +2,869 shares
0.01% of the 13F portfolio, value $219,737.
13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 0 shares
Change vs previous 13F not available
13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.