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Disclosery

Simplicity Wealth,LLC: IVV position timeline

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

Simplicity Wealth,LLC held 73,317 IVV 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 73,317 shares
    Change vs previous 13F +20,551 shares

    1.85% of the 13F portfolio, value $54,906,375.

    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 52,766 shares
    Change vs previous 13F +9,034 shares

    1.95% of the 13F portfolio, value $34,466,966.

    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 43,732 shares
    Change vs previous 13F -46,270 shares

    1.79% of the 13F portfolio, value $29,953,489.

    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 90,002 shares
    Change vs previous 13F -13,502 shares

    3.49% of the 13F portfolio, value $60,238,072.

    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 103,504 shares
    Change vs previous 13F +20,460 shares

    2.68% of the 13F portfolio, value $64,265,666.

    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 83,044 shares
    Change vs previous 13F +30,127 shares

    3.63% of the 13F portfolio, value $46,662,504.

    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 52,917 shares
    Change vs previous 13F -26,649 shares

    6.5% of the 13F portfolio, value $31,151,096.

    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 79,566 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $45,895,181.

    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).