Skip to content
Disclosery

Simplicity Wealth,LLC: IUSB position timeline

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

Simplicity Wealth,LLC held 400,169 IUSB 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 400,169 shares
    Change vs previous 13F +126,182 shares

    0.62% of the 13F portfolio, value $18,467,793.

    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 273,987 shares
    Change vs previous 13F +18,670 shares

    0.72% of the 13F portfolio, value $12,655,442.

    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 255,317 shares
    Change vs previous 13F -86,324 shares

    0.71% of the 13F portfolio, value $11,882,447.

    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 341,641 shares
    Change vs previous 13F -290,436 shares

    0.92% of the 13F portfolio, value $15,958,066.

    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 632,077 shares
    Change vs previous 13F +266,321 shares

    1.22% of the 13F portfolio, value $29,220,878.

    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 365,756 shares
    Change vs previous 13F +218,407 shares

    1.31% of the 13F portfolio, value $16,854,058.

    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 147,349 shares
    Change vs previous 13F -312,127 shares

    1.39% of the 13F portfolio, value $6,660,175.

    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 459,476 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $21,650,512.

    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).