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Disclosery

Simplicity Wealth,LLC: LOW position timeline

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

Simplicity Wealth,LLC held 7,570 LOW 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 7,570 shares
    Change vs previous 13F +1,382 shares

    0.06% of the 13F portfolio, value $1,669,113.

    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 6,188 shares
    Change vs previous 13F +186 shares

    0.08% of the 13F portfolio, value $1,461,986.

    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 6,002 shares
    Change vs previous 13F -4,613 shares

    0.09% of the 13F portfolio, value $1,447,502.

    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 10,615 shares
    Change vs previous 13F -5,635 shares

    0.15% of the 13F portfolio, value $2,667,786.

    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 16,250 shares
    Change vs previous 13F +5,766 shares

    0.15% of the 13F portfolio, value $3,605,412.

    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 10,484 shares
    Change vs previous 13F +4,174 shares

    0.19% of the 13F portfolio, value $2,445,323.

    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 6,310 shares
    Change vs previous 13F -5,810 shares

    0.32% of the 13F portfolio, value $1,557,249.

    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 12,120 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,282,841.

    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).