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Disclosery

Simplicity Wealth,LLC: IWX position timeline

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

Simplicity Wealth,LLC held 116,634 IWX 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 116,634 shares
    Change vs previous 13F +8,300 shares

    0.41% of the 13F portfolio, value $12,265,229.

    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 108,334 shares
    Change vs previous 13F +9,925 shares

    0.57% of the 13F portfolio, value $10,039,322.

    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 98,409 shares
    Change vs previous 13F +4,419 shares

    0.54% of the 13F portfolio, value $9,039,844.

    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 93,990 shares
    Change vs previous 13F -89,603 shares

    0.48% of the 13F portfolio, value $8,259,809.

    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 183,593 shares
    Change vs previous 13F +84,639 shares

    0.64% of the 13F portfolio, value $15,456,657.

    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 98,954 shares
    Change vs previous 13F +87,020 shares

    0.63% of the 13F portfolio, value $8,132,003.

    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 11,934 shares
    Change vs previous 13F -85,715 shares

    0.2% of the 13F portfolio, value $943,144.

    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 97,649 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $7,935,934.

    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).