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Disclosery

Simplicity Wealth,LLC: MA position timeline

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

Simplicity Wealth,LLC held 9,420 MA 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 9,420 shares
    Change vs previous 13F +1,521 shares

    0.16% of the 13F portfolio, value $4,838,367.

    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 7,899 shares
    Change vs previous 13F +685 shares

    0.22% of the 13F portfolio, value $3,946,591.

    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 7,214 shares
    Change vs previous 13F -656 shares

    0.25% of the 13F portfolio, value $4,118,258.

    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 7,870 shares
    Change vs previous 13F -4,775 shares

    0.26% of the 13F portfolio, value $4,476,621.

    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 12,645 shares
    Change vs previous 13F +6,641 shares

    0.3% of the 13F portfolio, value $7,105,913.

    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 6,004 shares
    Change vs previous 13F +3,512 shares

    0.26% of the 13F portfolio, value $3,291,138.

    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 2,492 shares
    Change vs previous 13F -2,798 shares

    0.27% of the 13F portfolio, value $1,312,103.

    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 5,290 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,611,893.

    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).