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Disclosery

Simplicity Wealth,LLC: LIN position timeline

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

Simplicity Wealth,LLC held 1,643 LIN 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 1,643 shares
    Change vs previous 13F +254 shares

    0.03% of the 13F portfolio, value $852,787.

    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 1,389 shares
    Change vs previous 13F +526 shares

    0.04% of the 13F portfolio, value $688,430.

    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 863 shares
    Change vs previous 13F -1,682 shares

    0.02% of the 13F portfolio, value $367,762.

    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 2,545 shares
    Change vs previous 13F -1,392 shares

    0.07% of the 13F portfolio, value $1,209,101.

    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 3,937 shares
    Change vs previous 13F +1,284 shares

    0.08% of the 13F portfolio, value $1,847,299.

    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 2,653 shares
    Change vs previous 13F +1,489 shares

    0.1% of the 13F portfolio, value $1,235,386.

    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 1,164 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $487,350.

    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 1,163 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $554,282.

    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).