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Disclosery

Simplicity Wealth,LLC: IWF position timeline

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

Simplicity Wealth,LLC held 46,583 IWF 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 46,583 shares
    Change vs previous 13F +36,802 shares

    0.2% of the 13F portfolio, value $5,784,218.

    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 9,781 shares
    Change vs previous 13F +215 shares

    0.24% of the 13F portfolio, value $4,170,497.

    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 9,566 shares
    Change vs previous 13F -11,792 shares

    0.27% of the 13F portfolio, value $4,527,617.

    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 21,358 shares
    Change vs previous 13F -8,427 shares

    0.58% of the 13F portfolio, value $10,004,315.

    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 29,785 shares
    Change vs previous 13F +7,997 shares

    0.53% of the 13F portfolio, value $12,645,843.

    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 21,788 shares
    Change vs previous 13F +9,884 shares

    0.61% of the 13F portfolio, value $7,867,534.

    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 11,904 shares
    Change vs previous 13F -9,171 shares

    1% of the 13F portfolio, value $4,780,408.

    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 21,075 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $7,911,310.

    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).