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Disclosery

Simplicity Wealth,LLC: JHSC position timeline

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

Simplicity Wealth,LLC held 63,354 JHSC 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 63,354 shares
    Change vs previous 13F +11,607 shares

    0.1% of the 13F portfolio, value $3,076,462.

    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 51,747 shares
    Change vs previous 13F +12,173 shares

    0.13% of the 13F portfolio, value $2,219,425.

    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 39,574 shares
    Change vs previous 13F +11,609 shares

    0.1% of the 13F portfolio, value $1,661,708.

    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 27,965 shares
    Change vs previous 13F -18,143 shares

    0.07% of the 13F portfolio, value $1,170,335.

    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 46,108 shares
    Change vs previous 13F +33,680 shares

    0.07% of the 13F portfolio, value $1,800,518.

    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 12,428 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $463,223.

    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).