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Disclosery

Simplicity Wealth,LLC: MRSH position timeline

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

Simplicity Wealth,LLC held 6,992 MRSH 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 6,992 shares
    Change vs previous 13F +765 shares

    0.04% of the 13F portfolio, value $1,165,350.

    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 6,227 shares
    Change vs previous 13F +308 shares

    0.06% of the 13F portfolio, value $1,080,030.

    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 5,919 shares
    Change vs previous 13F -736 shares

    0.07% of the 13F portfolio, value $1,098,049.

    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 6,655 shares
    Change vs previous 13F -6,976 shares

    0.08% of the 13F portfolio, value $1,341,224.

    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 13,631 shares
    Change vs previous 13F +6,502 shares

    0.12% of the 13F portfolio, value $2,980,198.

    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 7,129 shares
    Change vs previous 13F +5,703 shares

    0.14% of the 13F portfolio, value $1,739,632.

    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 1,426 shares
    Change vs previous 13F +239 shares

    0.06% of the 13F portfolio, value $302,993.

    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 1,187 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $264,876.

    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).