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Disclosery

Simplicity Wealth,LLC: IXUS position timeline

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

Simplicity Wealth,LLC held 39,139 IXUS 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 39,139 shares
    Change vs previous 13F +2,171 shares

    0.13% of the 13F portfolio, value $3,735,374.

    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 36,968 shares
    Change vs previous 13F -3,807 shares

    0.18% of the 13F portfolio, value $3,202,948.

    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 40,775 shares
    Change vs previous 13F -4,340 shares

    0.21% of the 13F portfolio, value $3,451,140.

    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 45,115 shares
    Change vs previous 13F -4,240 shares

    0.22% of the 13F portfolio, value $3,725,640.

    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 49,355 shares
    Change vs previous 13F +867 shares

    0.16% of the 13F portfolio, value $3,815,645.

    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 48,488 shares
    Change vs previous 13F +4,045 shares

    0.26% of the 13F portfolio, value $3,384,956.

    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 44,443 shares
    Change vs previous 13F -6,833 shares

    0.61% of the 13F portfolio, value $2,939,462.

    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 51,276 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,724,140.

    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).