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Disclosery

Simplicity Wealth,LLC: META position timeline

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

Simplicity Wealth,LLC held 25,554 META 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 25,554 shares
    Change vs previous 13F +6,306 shares

    0.49% of the 13F portfolio, value $14,394,507.

    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 19,248 shares
    Change vs previous 13F +2,240 shares

    0.62% of the 13F portfolio, value $11,012,269.

    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 17,008 shares
    Change vs previous 13F -5,327 shares

    0.67% of the 13F portfolio, value $11,226,669.

    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 22,335 shares
    Change vs previous 13F -5,403 shares

    0.95% of the 13F portfolio, value $16,402,085.

    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 27,738 shares
    Change vs previous 13F +11,332 shares

    0.85% of the 13F portfolio, value $20,472,335.

    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 16,406 shares
    Change vs previous 13F +10,285 shares

    0.74% of the 13F portfolio, value $9,455,855.

    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 6,121 shares
    Change vs previous 13F -3,199 shares

    0.75% of the 13F portfolio, value $3,583,904.

    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 9,320 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,335,364.

    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).