Skip to content
Disclosery

Simplicity Wealth,LLC: MNST position timeline

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

Simplicity Wealth,LLC held 9,178 MNST 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 9,178 shares
    Change vs previous 13F +674 shares

    0.03% of the 13F portfolio, value $882,203.

    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 8,504 shares
    Change vs previous 13F +621 shares

    0.03% of the 13F portfolio, value $616,210.

    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 7,883 shares
    Change vs previous 13F -1,032 shares

    0.04% of the 13F portfolio, value $604,400.

    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 8,915 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $600,069.

    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 8,870 shares
    Change vs previous 13F +4,389 shares

    0.02% of the 13F portfolio, value $555,617.

    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 4,481 shares
    Change vs previous 13F +570 shares

    0.02% of the 13F portfolio, value $262,228.

    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 3,911 shares
    Change vs previous 13F -311 shares

    0.04% of the 13F portfolio, value $205,562.

    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 4,222 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $220,267.

    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).