Simplicity Wealth,LLC: ISMD position timeline

Simplicity Wealth,LLC held 40,936 ISMD 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 40,936 shares

   Change vs previous 13F +35,044 shares

   0.07% of the 13F portfolio, value $2,046,681.

   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).

2. period ended2026-03-31

   13F 5,892 shares

   Change vs previous 13F +645 shares

   0.01% of the 13F portfolio, value $235,485.

   13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,247 shares

   Change vs previous 13F +5,247 shares

   0.01% of the 13F portfolio, value $202,412.

   13F-HR 0001062993-26-000496 filed by Simplicity Wealth,LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -6,510 shares

   13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 6,510 shares

   Change vs previous 13F +6,510 shares

   0.02% of the 13F portfolio, value $222,135.

   13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -6,542 shares

   13F-HR 0001062993-25-001833 filed by Simplicity Wealth,LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 6,542 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $247,947.

   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).