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Disclosery

Simplicity Wealth,LLC: LGH position timeline

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

Simplicity Wealth,LLC held 44,723 LGH 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 44,723 shares
    Change vs previous 13F -710 shares

    0.1% of the 13F portfolio, value $2,851,551.

    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 45,433 shares
    Change vs previous 13F -139 shares

    0.15% of the 13F portfolio, value $2,587,811.

    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 45,572 shares
    Change vs previous 13F -3,548 shares

    0.17% of the 13F portfolio, value $2,824,109.

    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 49,120 shares
    Change vs previous 13F -50,734 shares

    0.17% of the 13F portfolio, value $2,966,608.

    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 99,854 shares
    Change vs previous 13F +42,299 shares

    0.23% of the 13F portfolio, value $5,436,062.

    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 57,555 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,779,336.

    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).