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Disclosery

Simplicity Wealth,LLC: JHEM position timeline

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

Simplicity Wealth,LLC held 170,527 JHEM 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 170,527 shares
    Change vs previous 13F +11,941 shares

    0.23% of the 13F portfolio, value $6,862,597.

    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 158,586 shares
    Change vs previous 13F +34,585 shares

    0.31% of the 13F portfolio, value $5,432,832.

    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 124,001 shares
    Change vs previous 13F +37,058 shares

    0.24% of the 13F portfolio, value $4,079,626.

    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 86,943 shares
    Change vs previous 13F -32,223 shares

    0.16% of the 13F portfolio, value $2,752,181.

    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 119,166 shares
    Change vs previous 13F +86,284 shares

    0.14% of the 13F portfolio, value $3,478,456.

    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 32,882 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $876,667.

    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).