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Disclosery

Simplicity Wealth,LLC: IWR position timeline

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

Simplicity Wealth,LLC held 14,948 IWR 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 14,948 shares
    Change vs previous 13F +490 shares

    0.06% of the 13F portfolio, value $1,649,081.

    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 14,458 shares
    Change vs previous 13F -178 shares

    0.08% of the 13F portfolio, value $1,405,788.

    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 14,636 shares
    Change vs previous 13F +416 shares

    0.08% of the 13F portfolio, value $1,408,967.

    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 14,220 shares
    Change vs previous 13F +435 shares

    0.08% of the 13F portfolio, value $1,372,978.

    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 13,785 shares
    Change vs previous 13F +1,249 shares

    0.05% of the 13F portfolio, value $1,267,844.

    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 12,536 shares
    Change vs previous 13F +336 shares

    0.08% of the 13F portfolio, value $1,066,396.

    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 12,200 shares
    Change vs previous 13F +5 shares

    0.22% of the 13F portfolio, value $1,078,448.

    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 12,195 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,074,827.

    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).