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Disclosery

Simplicity Wealth,LLC: IWY position timeline

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

Simplicity Wealth,LLC held 65,838 IWY 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 65,838 shares
    Change vs previous 13F +1,700 shares

    0.65% of the 13F portfolio, value $19,133,866.

    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 64,138 shares
    Change vs previous 13F +4,558 shares

    0.9% of the 13F portfolio, value $15,960,010.

    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 59,580 shares
    Change vs previous 13F +4,696 shares

    0.98% of the 13F portfolio, value $16,500,169.

    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 54,884 shares
    Change vs previous 13F -58,363 shares

    0.87% of the 13F portfolio, value $15,019,078.

    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 113,247 shares
    Change vs previous 13F +55,913 shares

    1.16% of the 13F portfolio, value $27,916,709.

    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 57,334 shares
    Change vs previous 13F +55,178 shares

    0.94% of the 13F portfolio, value $12,094,133.

    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 2,156 shares
    Change vs previous 13F -57,457 shares

    0.11% of the 13F portfolio, value $507,242.

    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 59,613 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $13,117,775.

    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).