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Disclosery

Simplicity Wealth,LLC: IWS position timeline

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

Simplicity Wealth,LLC held 36,715 IWS 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 36,715 shares
    Change vs previous 13F -1,918 shares

    0.2% of the 13F portfolio, value $6,043,268.

    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 38,633 shares
    Change vs previous 13F +2,171 shares

    0.32% of the 13F portfolio, value $5,630,357.

    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 36,462 shares
    Change vs previous 13F -2,695 shares

    0.31% of the 13F portfolio, value $5,142,836.

    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 39,157 shares
    Change vs previous 13F -34,357 shares

    0.32% of the 13F portfolio, value $5,469,095.

    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 73,514 shares
    Change vs previous 13F +40,151 shares

    0.4% of the 13F portfolio, value $9,714,130.

    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 33,363 shares
    Change vs previous 13F +31,448 shares

    0.33% of the 13F portfolio, value $4,202,682.

    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 1,915 shares
    Change vs previous 13F -28,437 shares

    0.05% of the 13F portfolio, value $247,657.

    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 30,352 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,014,095.

    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).