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Disclosery

Simplicity Wealth,LLC: NAT position timeline

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

Simplicity Wealth,LLC held 10,214 NAT 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 10,214 shares
    Change vs previous 13F -636 shares

    <0.01% of the 13F portfolio, value $56,586.

    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 10,850 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $63,583.

    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 11,066 shares
    Change vs previous 13F -13,934 shares

    <0.01% of the 13F portfolio, value $38,067.

    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 25,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $78,500.

    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 25,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $65,750.

    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 25,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $61,500.

    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 25,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $62,500.

    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 25,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $91,750.

    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).