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Disclosery

Simplicity Wealth,LLC: MO position timeline

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

Simplicity Wealth,LLC held 45,855 MO 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 45,855 shares
    Change vs previous 13F +5,237 shares

    0.11% of the 13F portfolio, value $3,299,300.

    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 40,618 shares
    Change vs previous 13F -1,487 shares

    0.15% of the 13F portfolio, value $2,680,360.

    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 42,105 shares
    Change vs previous 13F -6,393 shares

    0.14% of the 13F portfolio, value $2,427,769.

    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 48,498 shares
    Change vs previous 13F +8,957 shares

    0.19% of the 13F portfolio, value $3,203,745.

    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 39,541 shares
    Change vs previous 13F -18,727 shares

    0.1% of the 13F portfolio, value $2,318,346.

    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 58,268 shares
    Change vs previous 13F +35,168 shares

    0.27% of the 13F portfolio, value $3,497,303.

    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 23,100 shares
    Change vs previous 13F -1,049 shares

    0.25% of the 13F portfolio, value $1,207,894.

    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 24,149 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,232,560.

    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).