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Disclosery

Simplicity Wealth,LLC: JHCB position timeline

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

Simplicity Wealth,LLC held 112,827 JHCB 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 112,827 shares
    Change vs previous 13F +14,266 shares

    0.08% of the 13F portfolio, value $2,393,066.

    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 98,561 shares
    Change vs previous 13F +20,514 shares

    0.12% of the 13F portfolio, value $2,086,531.

    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 78,047 shares
    Change vs previous 13F +26,539 shares

    0.1% of the 13F portfolio, value $1,678,782.

    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 51,508 shares
    Change vs previous 13F -17,574 shares

    0.06% of the 13F portfolio, value $1,118,751.

    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 69,082 shares
    Change vs previous 13F +56,583 shares

    0.06% of the 13F portfolio, value $1,480,510.

    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 12,499 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $265,359.

    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).