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Disclosery

Simplicity Wealth,LLC: LQD position timeline

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

Simplicity Wealth,LLC held 11,703 LQD 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 11,703 shares
    Change vs previous 13F +1,854 shares

    0.04% of the 13F portfolio, value $1,276,467.

    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 9,849 shares
    Change vs previous 13F +975 shares

    0.06% of the 13F portfolio, value $1,073,465.

    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 8,874 shares
    Change vs previous 13F -2,838 shares

    0.06% of the 13F portfolio, value $977,832.

    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 11,712 shares
    Change vs previous 13F -2,453 shares

    0.08% of the 13F portfolio, value $1,305,521.

    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 14,165 shares
    Change vs previous 13F +4,627 shares

    0.06% of the 13F portfolio, value $1,552,553.

    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 9,538 shares
    Change vs previous 13F +4,230 shares

    0.08% of the 13F portfolio, value $1,036,732.

    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 5,308 shares
    Change vs previous 13F -4,741 shares

    0.12% of the 13F portfolio, value $567,107.

    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 10,049 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,135,303.

    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).