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Disclosery

Simplicity Wealth,LLC: JNK position timeline

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

Simplicity Wealth,LLC held 16,838 JNK 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 16,838 shares
    Change vs previous 13F -11,418 shares

    0.05% of the 13F portfolio, value $1,622,678.

    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 28,256 shares
    Change vs previous 13F +2,562 shares

    0.15% of the 13F portfolio, value $2,704,664.

    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 25,694 shares
    Change vs previous 13F -338 shares

    0.15% of the 13F portfolio, value $2,497,714.

    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 26,032 shares
    Change vs previous 13F +15,103 shares

    0.15% of the 13F portfolio, value $2,550,876.

    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 10,929 shares
    Change vs previous 13F -9,142 shares

    0.04% of the 13F portfolio, value $1,063,063.

    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 20,071 shares
    Change vs previous 13F +14,804 shares

    0.15% of the 13F portfolio, value $1,912,865.

    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 5,267 shares
    Change vs previous 13F -21 shares

    0.1% of the 13F portfolio, value $502,857.

    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 5,288 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $517,130.

    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).