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Disclosery

Simplicity Wealth,LLC: MUB position timeline

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

Simplicity Wealth,LLC held 80,728 MUB 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 80,728 shares
    Change vs previous 13F -535 shares

    0.29% of the 13F portfolio, value $8,687,973.

    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 81,263 shares
    Change vs previous 13F +2,850 shares

    0.49% of the 13F portfolio, value $8,626,119.

    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 78,413 shares
    Change vs previous 13F -11,339 shares

    0.5% of the 13F portfolio, value $8,398,860.

    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 89,752 shares
    Change vs previous 13F -81,578 shares

    0.55% of the 13F portfolio, value $9,557,658.

    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 171,330 shares
    Change vs previous 13F +71,528 shares

    0.75% of the 13F portfolio, value $17,900,598.

    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 99,802 shares
    Change vs previous 13F +86,779 shares

    0.82% of the 13F portfolio, value $10,523,196.

    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 13,023 shares
    Change vs previous 13F -62,405 shares

    0.29% of the 13F portfolio, value $1,387,601.

    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 75,428 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $8,193,749.

    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).