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Disclosery

Simplicity Wealth,LLC: IWD position timeline

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

Simplicity Wealth,LLC held 19,255 IWD 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 19,255 shares
    Change vs previous 13F +3,221 shares

    0.16% of the 13F portfolio, value $4,667,971.

    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 16,034 shares
    Change vs previous 13F +44 shares

    0.19% of the 13F portfolio, value $3,425,976.

    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 15,990 shares
    Change vs previous 13F -2,734 shares

    0.2% of the 13F portfolio, value $3,363,295.

    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 18,724 shares
    Change vs previous 13F -14,355 shares

    0.22% of the 13F portfolio, value $3,812,016.

    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 33,079 shares
    Change vs previous 13F +13,627 shares

    0.27% of the 13F portfolio, value $6,425,053.

    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 19,452 shares
    Change vs previous 13F +17,268 shares

    0.28% of the 13F portfolio, value $3,660,177.

    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 2,184 shares
    Change vs previous 13F -15,273 shares

    0.08% of the 13F portfolio, value $404,324.

    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 17,457 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,313,415.

    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).