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Disclosery

Simplicity Wealth,LLC: NOW position timeline

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

Simplicity Wealth,LLC held 10,344 NOW 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 10,344 shares
    Change vs previous 13F +4,786 shares

    0.03% of the 13F portfolio, value $1,026,937.

    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 5,558 shares
    Change vs previous 13F +841 shares

    0.03% of the 13F portfolio, value $581,073.

    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 4,717 shares
    Change vs previous 13F +3,182 shares

    0.04% of the 13F portfolio, value $722,574.

    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 1,535 shares
    Change vs previous 13F -965 shares

    0.08% of the 13F portfolio, value $1,412,970.

    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 2,500 shares
    Change vs previous 13F +1,005 shares

    0.11% of the 13F portfolio, value $2,570,961.

    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 1,495 shares
    Change vs previous 13F +1,116 shares

    0.09% of the 13F portfolio, value $1,190,166.

    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 379 shares
    Change vs previous 13F -573 shares

    0.08% of the 13F portfolio, value $401,785.

    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 952 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $851,790.

    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).